SW
SkyOak Wealth’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
+479
| New | +$244K | 0.05% | 206 |
|
|
2024
Q3 | – | Sell |
-828
| Closed | -$317K | – | 245 |
|
|
2024
Q2 | $317K | Buy |
828
+5
| +0.6% | +$1.92K | 0.07% | 168 |
|
|
2024
Q1 | $264K | Sell |
823
-1,960
| -70% | -$628K | 0.06% | 206 |
|
|
2023
Q4 | $711K | Buy |
2,783
+1,500
| +117% | +$383K | 0.18% | 96 |
|
|
2023
Q3 | $215K | Buy |
+1,283
| New | +$215K | 0.06% | 211 |
|
|
2021
Q1 | – | Sell |
-1,884
| Closed | -$399K | – | 235 |
|
|
2020
Q4 | $399K | Buy |
+1,884
| New | +$399K | 0.12% | 141 |
|