Weatherly Asset 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
$1.21M Sell
2,370
-25
-1% -$12.7K 0.1% 95
2025
Q1
$844K Buy
2,395
+125
+6% +$44.1K 0.08% 114
2024
Q4
$777K Sell
2,270
-275
-11% -$94.1K 0.07% 114
2024
Q3
$714K Buy
2,545
+210
+9% +$58.9K 0.06% 118
2024
Q2
$895K Buy
2,335
+1,230
+111% +$471K 0.08% 109
2024
Q1
$354K Buy
+1,105
New +$354K 0.03% 143
2021
Q4
Sell
-860
Closed -$211K 202
2021
Q3
$211K Hold
860
0.03% 189
2021
Q2
$216K Buy
+860
New +$216K 0.03% 192
2021
Q1
Sell
-1,025
Closed -$217K 195
2020
Q4
$217K Buy
+1,025
New +$217K 0.03% 180