Weatherly Asset Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.11M Sell
2025
Q2
$1.21M Sell
2025
Q1
$844K Buy
2024
Q4
$777K Sell
2024
Q3
$714K Buy
2024
Q2
$895K Buy
2024
Q1
$354K Buy
2021
Q4
Sell
2021
Q3
$211K Hold
2021
Q2
$216K Buy
2021
Q1
Sell
2020
Q4
$217K Buy