Welch & Forbes’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$650K Buy
1,276
+40
+3% +$20.4K 0.01% 256
2025
Q1
$436K Hold
1,236
0.01% 281
2024
Q4
$423K Buy
1,236
+14
+1% +$4.79K 0.01% 294
2024
Q3
$343K Buy
1,222
+150
+14% +$42.1K ﹤0.01% 324
2024
Q2
$411K Buy
1,072
+60
+6% +$23K 0.01% 303
2024
Q1
$324K Buy
+1,012
New +$324K ﹤0.01% 322