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
2025
Q3
$551K Buy
2025
Q2
$422K Buy
2025
Q1
$246K Sell
2024
Q4
$254K Hold
2024
Q3
$208K Buy
2024
Q2
$266K Buy
2023
Q1
Sell
2022
Q4
$331K Sell
2022
Q3
$752K Hold
2022
Q2
$775K Buy
2022
Q1
$1.02M Buy
2021
Q4
$866K Buy