GeoWealth 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
$368K Buy
723
+104
+17% +$53K 0.01% 485
2025
Q1
$218K Sell
619
-579
-48% -$204K 0.01% 639
2024
Q4
$410K Sell
1,198
-144
-11% -$49.3K 0.01% 521
2024
Q3
$376K Sell
1,342
-456
-25% -$128K 0.01% 533
2024
Q2
$689K Buy
1,798
+564
+46% +$216K 0.03% 354
2024
Q1
$396K Buy
1,234
+867
+236% +$278K 0.02% 496
2023
Q4
$93K Buy
+367
New +$93K 0.01% 593