PGF
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Plan Group Financial’s CrowdStrike CRWD Stock Holding History

Plan Group Financial’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 		– Sell
-846
Closed -$298K – 163
2025
Q1 		$298K Buy
846
+60
+8% +$21.2K 0.11% 117
2024
Q4 		$269K Hold
786
– – 0.14% 95
2024
Q3 		$220K Buy
+786
New +$220K 0.12% 102