WealthPLAN Partners’s CrowdStrike CRWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Buy |
1,485
+47
| +3% | +$23.9K | 0.12% | 143 |
|
|
2025
Q1 | $507K | Buy |
1,438
+60
| +4% | +$21.2K | 0.07% | 166 |
|
|
2024
Q4 | $471K | Buy |
1,378
+120
| +10% | +$41.1K | 0.07% | 174 |
|
|
2024
Q3 | $353K | Buy |
1,258
+606
| +93% | +$170K | 0.05% | 216 |
|
|
2024
Q2 | $250K | Buy |
+652
| New | +$250K | 0.03% | 270 |
|
|
2023
Q3 | – | Sell |
-266
| Closed | -$39.1K | – | 471 |
|
|
2023
Q2 | $39.1K | Sell |
266
-11
| -4% | -$1.62K | 0.01% | 556 |
|
|
2023
Q1 | $38K | Buy |
+277
| New | +$38K | ﹤0.01% | 606 |
|