Sequoia Financial 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
$3.6M Buy
7,059
+1,401
+25% +$714K 0.02% 342
2025
Q1
$1.99M Sell
5,658
-461
-8% -$163K 0.02% 436
2024
Q4
$2.09M Sell
6,119
-183
-3% -$62.6K 0.02% 391
2024
Q3
$1.77M Buy
6,302
+25
+0.4% +$7.01K 0.02% 401
2024
Q2
$2.41M Buy
6,277
+1,108
+21% +$425K 0.03% 290
2024
Q1
$1.66M Buy
5,169
+519
+11% +$166K 0.02% 361
2023
Q4
$1.19M Buy
4,650
+70
+2% +$17.9K 0.01% 477
2023
Q3
$767K Sell
4,580
-237
-5% -$39.7K 0.01% 401
2023
Q2
$707K Buy
4,817
+2,793
+138% +$410K 0.01% 423
2023
Q1
$278K Buy
+2,024
New +$278K 0.01% 655
2022
Q2
Sell
-1,264
Closed -$287K 614
2022
Q1
$287K Buy
+1,264
New +$287K 0.01% 514