Valeo 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 | $5.34M | Buy |
10,476
+618
| +6% | +$315K | 0.13% | 85 |
|
|
2025
Q1 | $3.48M | Sell |
9,858
-2,383
| -19% | -$840K | 0.1% | 97 |
|
|
2024
Q4 | $4.19M | Sell |
12,241
-749
| -6% | -$256K | 0.12% | 85 |
|
|
2024
Q3 | $3.64M | Buy |
12,990
+9,961
| +329% | +$2.79M | 0.1% | 98 |
|
|
2024
Q2 | $1.16M | Sell |
3,029
-298
| -9% | -$114K | 0.04% | 215 |
|
|
2024
Q1 | $990K | Buy |
3,327
+28
| +0.8% | +$8.33K | 0.04% | 241 |
|
|
2023
Q4 | $842K | Buy |
3,299
+497
| +18% | +$127K | 0.03% | 254 |
|
|
2023
Q3 | $469K | Buy |
2,802
+219
| +8% | +$36.7K | 0.02% | 351 |
|
|
2023
Q2 | $379K | Buy |
2,583
+300
| +13% | +$44.1K | 0.02% | 372 |
|
|
2023
Q1 | $313K | Buy |
+2,283
| New | +$313K | 0.02% | 434 |
|
|
2022
Q4 | – | Sell |
-1,644
| Closed | -$271K | – | 550 |
|
|
2022
Q3 | $271K | Sell |
1,644
-24
| -1% | -$3.96K | 0.02% | 372 |
|
|
2022
Q2 | $281K | Buy |
1,668
+343
| +26% | +$57.8K | 0.02% | 362 |
|
|
2022
Q1 | $301K | Sell |
1,325
-34
| -3% | -$7.72K | 0.02% | 421 |
|
|
2021
Q4 | $278K | Buy |
1,359
+401
| +42% | +$82K | 0.02% | 410 |
|
|
2021
Q3 | $235K | Buy |
958
+20
| +2% | +$4.91K | 0.01% | 432 |
|
|
2021
Q2 | $236K | Buy |
938
+54
| +6% | +$13.6K | 0.01% | 388 |
|
|
2021
Q1 | $161K | Sell |
884
-458
| -34% | -$83.4K | 0.01% | 481 |
|
|
2020
Q4 | $284K | Sell |
1,342
-78
| -5% | -$16.5K | 0.01% | 336 |
|
|
2020
Q3 | $195K | Buy |
1,420
+695
| +96% | +$95.4K | 0.02% | 322 |
|
|
2020
Q2 | $73K | Buy |
725
+715
| +7,150% | +$72K | 0.01% | 574 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1587 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1630 |
|
|
2019
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1429 |
|