Plante Moran Financial Advisors’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.6K Sell
115
-50
-30% -$25.5K ﹤0.01% 312
2025
Q1
$58.2K Buy
165
+50
+43% +$17.6K 0.01% 315
2024
Q4
$39.3K Hold
115
﹤0.01% 388
2024
Q3
$32.3K Sell
115
-26
-18% -$7.29K ﹤0.01% 452
2024
Q2
$54K Hold
141
0.01% 326
2024
Q1
$45.2K Sell
141
-9
-6% -$2.89K ﹤0.01% 364
2023
Q4
$38.3K Buy
150
+35
+30% +$8.94K ﹤0.01% 355
2023
Q3
$19.2K Sell
115
-8
-7% -$1.34K ﹤0.01% 440
2023
Q2
$18.1K Buy
123
+8
+7% +$1.18K ﹤0.01% 465
2023
Q1
$15.8K Buy
115
+40
+53% +$5.49K ﹤0.01% 496
2022
Q4
$7.9K Sell
75
-1,000
-93% -$105K ﹤0.01% 609
2022
Q3
$177K Hold
1,075
0.03% 154
2022
Q2
$181K Sell
1,075
-25
-2% -$4.21K 0.03% 160
2022
Q1
$250K Sell
1,100
-684
-38% -$155K 0.05% 138
2021
Q4
$365K Buy
1,784
+209
+13% +$42.8K 0.06% 118
2021
Q3
$387K Hold
1,575
0.09% 117
2021
Q2
$396K Sell
1,575
-70
-4% -$17.6K 0.1% 100
2021
Q1
$300K Sell
1,645
-500
-23% -$91.2K 0.08% 128
2020
Q4
$454K Buy
2,145
+2,070
+2,760% +$438K 0.14% 87
2020
Q3
$10K Buy
+75
New +$10K ﹤0.01% 603