Institute for Wealth Management’s CrowdStrike CRWD Stock Holding History

Institute for 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 Q3	$813K	Sell
2025 Q2	$855K	Sell
2025 Q1	$641K	Sell
2024 Q4	$635K	Buy
2024 Q3	$519K	Buy
2024 Q2	$289K	Buy
2024 Q1	$231K	Buy
2022 Q4	–	Sell
2022 Q3	$359K	Buy
2022 Q2	$336K	Buy
2022 Q1	$400K	Buy