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Roberts Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Roberts Wealth Advisors’s Portfolio CRWD Stock Details CRWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.04M Buy
3,996
+118
+3% +$60.1K 0.59% 55
2025
Q1 		$1.37M Buy
3,878
+4
+0.1% +$1.41K 0.42% 62
2024
Q4 		$1.4M Buy
3,874
+14
+0.4% +$5.07K 0.43% 58
2024
Q3 		$1.13M Buy
+3,860
New +$1.13M 0.37% 60