Willner & Heller’s CrowdStrike CRWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
1,789
-85
| -5% | -$43.3K | 0.77% | 34 |
|
|
2025
Q1 | $661K | Hold |
1,874
| – | – | 0.61% | 52 |
|
|
2024
Q4 | $641K | Hold |
1,874
| – | – | 0.56% | 54 |
|
|
2024
Q3 | $526K | Buy |
1,874
+1,001
| +115% | +$281K | 0.47% | 69 |
|
|
2024
Q2 | $335K | Sell |
873
-27
| -3% | -$10.3K | 0.32% | 106 |
|
|
2024
Q1 | $289K | Sell |
900
-70
| -7% | -$22.4K | 0.29% | 116 |
|
|
2023
Q4 | $248K | Buy |
+970
| New | +$248K | 0.28% | 114 |
|
|
2022
Q3 | – | Sell |
-2,128
| Closed | -$359K | – | 115 |
|
|
2022
Q2 | $359K | Buy |
2,128
+809
| +61% | +$136K | 0.56% | 63 |
|
|
2022
Q1 | $270K | Buy |
+1,319
| New | +$270K | 0.33% | 110 |
|