Creative Planning’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$88.2M Buy
2025
Q1
$54.9M Buy
2024
Q4
$51.9M Sell
2024
Q3
$48.6M Buy
2024
Q2
$60.8M Buy
2024
Q1
$48.5M Sell
2023
Q4
$40.4M Buy
2023
Q3
$24.2M Sell
2023
Q2
$22.8M Buy
2023
Q1
$19.9M Sell
2022
Q4
$21.2M Buy
2022
Q3
$30.9M Buy
2022
Q2
$24.2M Buy
2022
Q1
$18.9M Buy
2021
Q4
$15.7M Sell
2021
Q3
$21.4M Buy
2021
Q2
$21.5M Sell
2021
Q1
$17.8M Sell
2020
Q4
$44.3M Buy
2020
Q3
$15.3M Buy
2020
Q2
$10.6M Sell
2020
Q1
$10.8M Buy
2019
Q4
$8.39M Buy