Zimmermann Investment Management & Planning’s CrowdStrike CRWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,873	Closed	-$525K	–	31
2024 Q3	$525K	Sell	1,873 -781	-29%	-$219K	0.16%	82
2024 Q2	$1.02M	Buy	2,654 +1,378	+108%	+$528K	0.34%	55
2024 Q1	$409K	Buy	1,276 +127	+11%	+$40.7K	0.15%	96
2023 Q4	$293K	Buy	+1,149	New	+$293K	0.12%	97