WMG Financial Advisors’s CrowdStrike CRWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$479K	Buy	+4,908	New	+$520K	0.2%	47
2025 Q4	–	Sell	-4,496	Closed	-$551K	–	121
2025 Q3	$551K	Buy	4,496 +1,180	+36%	+$134K	0.18%	83
2025 Q2	$422K	Buy	3,316 +528	+19%	+$57.2K	0.16%	95
2025 Q1	$246K	Sell	2,788 -180	-6%	-$17.1K	0.1%	143
2024 Q4	$254K	Hold	2,968	–	–	0.11%	136
2024 Q3	$208K	Buy	2,968 +188	+7%	+$13.4K	0.09%	160
2024 Q2	$266K	Buy	+2,780	New	+$231K	0.14%	113
2023 Q1	–	Sell	-12,564	Closed	-$331K	–	123
2022 Q4	$331K	Sell	12,564 -5,800	-32%	-$198K	0.28%	77
2022 Q3	$752K	Hold	18,364	–	–	0.68%	43
2022 Q2	$775K	Buy	18,364 +500	+3%	+$22.6K	0.67%	44
2022 Q1	$1.02M	Buy	17,864 +856	+5%	+$39.9K	0.75%	33
2021 Q4	$866K	Buy	+17,008	New	+$1.04M	0.67%	38