United Capital 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 | $7.1M | Buy |
13,942
+302
| +2% | +$154K | 0.06% | 243 |
|
|
2025
Q1 | $4.81M | Buy |
13,640
+940
| +7% | +$331K | 0.04% | 275 |
|
|
2024
Q4 | $4.35M | Buy |
12,700
+1,404
| +12% | +$480K | 0.04% | 283 |
|
|
2024
Q3 | $3.17M | Buy |
11,296
+271
| +2% | +$76K | 0.03% | 329 |
|
|
2024
Q2 | $4.22M | Sell |
11,025
-623
| -5% | -$239K | 0.04% | 288 |
|
|
2024
Q1 | $3.73M | Sell |
11,648
-1,333
| -10% | -$427K | 0.03% | 321 |
|
|
2023
Q4 | $3.31M | Buy |
12,981
+1,948
| +18% | +$497K | 0.03% | 341 |
|
|
2023
Q3 | $1.85M | Sell |
11,033
-400
| -3% | -$67K | 0.01% | 433 |
|
|
2023
Q2 | $1.68M | Buy |
11,433
+16
| +0.1% | +$2.35K | 0.01% | 465 |
|
|
2023
Q1 | $1.57M | Sell |
11,417
-4,756
| -29% | -$653K | 0.01% | 487 |
|
|
2022
Q4 | $1.7M | Sell |
16,173
-6,998
| -30% | -$737K | 0.01% | 508 |
|
|
2022
Q3 | $3.82M | Sell |
23,171
-320
| -1% | -$52.7K | 0.02% | 366 |
|
|
2022
Q2 | $3.96M | Buy |
23,491
+193
| +0.8% | +$32.5K | 0.02% | 371 |
|
|
2022
Q1 | $5.29M | Sell |
23,298
-1,174
| -5% | -$267K | 0.03% | 358 |
|
|
2021
Q4 | $5.01M | Buy |
24,472
+71
| +0.3% | +$14.5K | 0.02% | 374 |
|
|
2021
Q3 | $6M | Sell |
24,401
-1,468
| -6% | -$361K | 0.03% | 346 |
|
|
2021
Q2 | $6.5M | Buy |
25,869
+1,005
| +4% | +$253K | 0.03% | 342 |
|
|
2021
Q1 | $4.54M | Buy |
24,864
+2,012
| +9% | +$367K | 0.03% | 371 |
|
|
2020
Q4 | $4.84M | Buy |
22,852
+12,921
| +130% | +$2.74M | 0.03% | 360 |
|
|
2020
Q3 | $1.36M | Buy |
9,931
+1,231
| +14% | +$169K | 0.01% | 584 |
|
|
2020
Q2 | $873K | Buy |
+8,700
| New | +$873K | 0.01% | 699 |
|