MSWA
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Marshall & Sterling Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$688K Sell
1,351
-159
-11% -$81K 0.47% 39
2025
Q1 		$532K Sell
1,510
-213
-12% -$75.1K 0.36% 54
2024
Q4 		$590K Buy
+1,723
New +$590K 0.41% 47