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Transform Wealth’s CrowdStrike CRWD Stock Holding History

Transform Wealth’s Portfolio CRWD Stock Details CRWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-688
Closed -$235K – 250
2024
Q4 		$235K Sell
688
-32
-4% -$10.9K 0.01% 240
2024
Q3 		$202K Buy
+720
New +$202K 0.01% 213