WDG
Wealth Dimensions Group’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
1,227
+131
| +12% | +$66.7K | 0.14% | 91 |
|
|
2025
Q1 | $386K | Buy |
1,096
+90
| +9% | +$31.7K | 0.09% | 111 |
|
|
2024
Q4 | $344K | Buy |
1,006
+50
| +5% | +$17.1K | 0.08% | 112 |
|
|
2024
Q3 | $268K | Buy |
956
+161
| +20% | +$45.1K | 0.07% | 122 |
|
|
2024
Q2 | $305K | Hold |
795
| – | – | 0.09% | 109 |
|
|
2024
Q1 | $255K | Hold |
795
| – | – | 0.08% | 122 |
|
|
2023
Q4 | $203K | Buy |
+795
| New | +$203K | 0.06% | 133 |
|