Bernard Wealth Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82M Sell
5,535
-480
-8% -$244K 1.31% 20
2025
Q1
$2.12M Sell
6,015
-34
-0.6% -$12K 1.04% 22
2024
Q4
$2.07M Buy
+6,049
New +$2.07M 0.97% 22