SageView Advisory Group’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+502
| New | +$237K | 0.01% | 558 |
|
|
2025
Q1 | – | Sell |
-1,587
| Closed | -$543K | – | 606 |
|
|
2024
Q4 | $543K | Buy |
1,587
+299
| +23% | +$102K | 0.02% | 329 |
|
|
2024
Q3 | $361K | Sell |
1,288
-125
| -9% | -$35.1K | 0.02% | 351 |
|
|
2024
Q2 | $541K | Buy |
+1,413
| New | +$541K | 0.03% | 322 |
|
|
2024
Q1 | – | Sell |
-1,365
| Closed | -$411K | – | 557 |
|
|
2023
Q4 | $411K | Buy |
+1,365
| New | +$411K | 0.02% | 438 |
|