WFA
Wellspring Financial Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
935
+107
| +13% | +$54.5K | 0.05% | 86 |
|
|
2025
Q1 | $292K | Buy |
828
+90
| +12% | +$31.7K | 0.03% | 97 |
|
|
2024
Q4 | $253K | Buy |
+738
| New | +$253K | 0.03% | 114 |
|
|
2024
Q3 | – | Sell |
-689
| Closed | -$264K | – | 169 |
|
|
2024
Q2 | $264K | Buy |
+689
| New | +$264K | 0.04% | 112 |
|