Total Wealth Planning & Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
634
-142
-18% -$72.3K 0.26% 133
2025
Q1
$274K Sell
776
-144
-16% -$50.8K 0.26% 126
2024
Q4
$315K Buy
+920
New +$315K 0.29% 108