Cascade Financial Partners’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.05M Hold
11,883
0.73% 28
2025
Q1
$4.19M Buy
11,883
+10
+0.1% +$3.53K 0.53% 37
2024
Q4
$4.06M Sell
11,873
-523
-4% -$179K 0.53% 37
2024
Q3
$3.82M Sell
12,396
-14
-0.1% -$4.32K 0.48% 41
2024
Q2
$4.76M Buy
12,410
+25
+0.2% +$9.58K 0.63% 29
2024
Q1
$3.83M Buy
+12,385
New +$3.83M 0.55% 35