Rise Advisors’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
227
-48
-17% -$24.4K 0.05% 138
2025
Q1
$97K Sell
275
-10
-4% -$3.53K 0.04% 147
2024
Q4
$97.5K Sell
285
-80
-22% -$27.4K 0.05% 143
2024
Q3
$102K Buy
365
+41
+13% +$11.5K 0.05% 145
2024
Q2
$124K Sell
324
-41
-11% -$15.7K 0.07% 126
2024
Q1
$117K Sell
365
-18
-5% -$5.77K 0.06% 132
2023
Q4
$97.8K Buy
383
+172
+82% +$43.9K 0.07% 106
2023
Q3
$35.3K Sell
211
-15
-7% -$2.51K 0.03% 172
2023
Q2
$33.2K Sell
226
-100
-31% -$14.7K 0.03% 189
2023
Q1
$44.7K Buy
326
+96
+42% +$13.2K 0.03% 164
2022
Q4
$24.2K Sell
230
-34
-13% -$3.58K 0.02% 224
2022
Q3
$44K Hold
264
0.04% 163
2022
Q2
$44K Buy
264
+10
+4% +$1.67K 0.04% 151
2022
Q1
$58K Hold
254
0.05% 136
2021
Q4
$52K Buy
+254
New +$52K 0.05% 142