SOA Wealth Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
694
+158
| +29% | +$80.5K | 0.07% | 146 |
|
|
2025
Q1 | $189K | Buy |
536
+76
| +17% | +$26.8K | 0.04% | 194 |
|
|
2024
Q4 | $157K | Buy |
460
+219
| +91% | +$74.9K | 0.03% | 210 |
|
|
2024
Q3 | $67.6K | Buy |
241
+49
| +26% | +$13.7K | 0.01% | 279 |
|
|
2024
Q2 | $73.6K | Buy |
192
+180
| +1,500% | +$69K | 0.01% | 273 |
|
|
2024
Q1 | $3.85K | Hold |
12
| – | – | ﹤0.01% | 636 |
|
|
2023
Q4 | $3.06K | Hold |
12
| – | – | ﹤0.01% | 649 |
|
|
2023
Q3 | $2.01K | Hold |
12
| – | – | ﹤0.01% | 717 |
|
|
2023
Q2 | $1.76K | Hold |
12
| – | – | ﹤0.01% | 736 |
|
|
2023
Q1 | $1.65K | Hold |
12
| – | – | ﹤0.01% | 747 |
|
|
2022
Q4 | $1.26K | Sell |
12
-287
| -96% | -$30.2K | ﹤0.01% | 776 |
|
|
2022
Q3 | $49K | Sell |
299
-65
| -18% | -$10.7K | 0.01% | 266 |
|
|
2022
Q2 | $61K | Buy |
364
+40
| +12% | +$6.7K | 0.02% | 244 |
|
|
2022
Q1 | $73K | Buy |
324
+150
| +86% | +$33.8K | 0.02% | 264 |
|
|
2021
Q4 | $36K | Sell |
174
-126
| -42% | -$26.1K | 0.01% | 348 |
|
|
2021
Q3 | $73K | Sell |
300
-15
| -5% | -$3.65K | 0.02% | 262 |
|
|
2021
Q2 | $79K | Buy |
315
+215
| +215% | +$53.9K | 0.02% | 252 |
|
|
2021
Q1 | $18K | Hold |
100
| – | – | 0.01% | 420 |
|
|
2020
Q4 | $23K | Buy |
+100
| New | +$23K | 0.01% | 375 |
|