Waldron Private Wealth’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-716
Closed -$245K 326
2024
Q4
$245K Buy
+716
New +$245K 0.01% 371
2024
Q3
Sell
-743
Closed -$285K 493
2024
Q2
$285K Sell
743
-10
-1% -$3.83K 0.01% 326
2024
Q1
$241K Buy
+753
New +$241K 0.01% 357