SWA
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Sax Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Sax 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 		$1.45M Buy
2,844
+2,094
+279% +$1.07M 0.09% 129
2025
Q1 		$264K Buy
+750
New +$264K 0.02% 314
2024
Q3 		– Sell
-571
Closed -$219K – 306
2024
Q2 		$219K Buy
+571
New +$219K 0.02% 255