Congress Wealth Management’s CrowdStrike CRWD Stock Holding History

Congress Wealth Management’s Portfolio CRWD Stock Details CRWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.84M	Buy
2025 Q1	$3.87M	Buy
2024 Q4	$489K	Buy
2024 Q3	$382K	Sell
2024 Q2	$1.79M	Buy
2024 Q1	$1.37M	Buy
2023 Q4	$966K	Buy
2023 Q3	$512K	Buy
2022 Q1	–	Sell
2021 Q4	$229K	Buy