Waverly 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 | $1.8M | Buy |
3,530
+497
| +16% | +$253K | 0.02% | 510 |
|
|
2025
Q1 | $1.07M | Buy |
3,033
+909
| +43% | +$320K | 0.01% | 590 |
|
|
2024
Q4 | $727K | Buy |
2,124
+1,057
| +99% | +$362K | 0.01% | 585 |
|
|
2024
Q3 | $299K | Sell |
1,067
-569
| -35% | -$160K | 0.01% | 684 |
|
|
2024
Q2 | $627K | Buy |
1,636
+315
| +24% | +$121K | 0.01% | 524 |
|
|
2024
Q1 | $424K | Buy |
+1,321
| New | +$424K | 0.01% | 509 |
|