Philip James Wealth Mangement’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$992K Buy
1,948
+35
+2% +$17.8K 0.13% 87
2025
Q1
$674K Sell
1,913
-113
-6% -$39.8K 0.08% 97
2024
Q4
$693K Sell
2,026
-53
-3% -$18.1K 0.09% 93
2024
Q3
$583K Buy
2,079
+129
+7% +$36.2K 0.07% 93
2024
Q2
$747K Buy
1,950
+56
+3% +$21.5K 0.5% 28
2024
Q1
$607K Sell
1,894
-3
-0.2% -$962 0.43% 29
2023
Q4
$484K Buy
+1,897
New +$484K 0.38% 33