SVWAG
Sound View Wealth Advisors Group’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Sell |
1,640
-55
| -3% | -$28K | 0.06% | 207 |
|
|
2025
Q1 | $598K | Buy |
1,695
+33
| +2% | +$11.6K | 0.05% | 235 |
|
|
2024
Q4 | $569K | Buy |
1,662
+91
| +6% | +$31.1K | 0.05% | 244 |
|
|
2024
Q3 | $441K | Buy |
1,571
+89
| +6% | +$25K | 0.04% | 272 |
|
|
2024
Q2 | $568K | Buy |
1,482
+389
| +36% | +$149K | 0.06% | 225 |
|
|
2024
Q1 | $350K | Buy |
1,093
+99
| +10% | +$31.7K | 0.04% | 282 |
|
|
2023
Q4 | $254K | Buy |
+994
| New | +$254K | 0.03% | 331 |
|
|
2023
Q1 | – | Sell |
-994
| Closed | -$254K | – | 376 |
|
|
2022
Q4 | $254K | Sell |
994
-477
| -32% | -$122K | 0.03% | 331 |
|
|
2022
Q3 | $242K | Hold |
1,471
| – | – | 0.05% | 238 |
|
|
2022
Q2 | $248K | Sell |
1,471
-152
| -9% | -$25.6K | 0.05% | 244 |
|
|
2022
Q1 | $369K | Buy |
1,623
+236
| +17% | +$53.7K | 0.07% | 208 |
|
|
2021
Q4 | $284K | Buy |
1,387
+28
| +2% | +$5.73K | 0.05% | 246 |
|
|
2021
Q3 | $334K | Buy |
+1,359
| New | +$334K | 0.07% | 214 |
|