Trivest Advisors’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-175,000
Closed -$59.9M 32
2024
Q4
$59.9M Buy
175,000
+45,000
+35% +$15.4M 2.72% 12
2024
Q3
$36.5M Buy
+130,000
New +$36.5M 2.07% 15
2024
Q1
Sell
-268,000
Closed -$68.4M 30
2023
Q4
$68.4M Buy
+268,000
New +$68.4M 3.11% 10
2023
Q3
Sell
-10,500
Closed -$1.54M 23
2023
Q2
$1.54M Buy
+10,500
New +$1.54M 0.05% 20