WealthPlan Investment 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 | $720K | Buy |
1,413
+289
| +26% | +$147K | 0.05% | 203 |
|
|
2025
Q1 | $396K | Buy |
1,124
+12
| +1% | +$4.23K | 0.04% | 198 |
|
|
2024
Q4 | $380K | Buy |
+1,112
| New | +$380K | 0.04% | 196 |
|
|
2023
Q3 | – | Sell |
-75
| Closed | -$11K | – | 197 |
|
|
2023
Q2 | $11K | Hold |
75
| – | – | ﹤0.01% | 274 |
|
|
2023
Q1 | $10.3K | Buy |
+75
| New | +$10.3K | ﹤0.01% | 325 |
|