AllSquare Wealth Management’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$138K Hold
1,150
0.07% 135
2025
Q2
$154K Hold
1,150
0.09% 125
2025
Q1
$107K Hold
1,150
0.06% 144
2024
Q4
$103K Hold
1,150
0.06% 150
2024
Q3
$81.6K Hold
1,150
0.05% 168
2024
Q2
$77.6K Sell
1,150
-700
-38% -$43.7K 0.05% 170
2024
Q1
$112K Hold
1,850
0.07% 143
2023
Q4
$90.1K Hold
1,850
0.06% 156
2023
Q3
$69.9K Sell
1,850
-20
-1% -$848 0.05% 169
2023
Q2
$73.5K Hold
1,870
0.05% 172
2023
Q1
$64.6K Hold
1,870
0.04% 181
2022
Q4
$55.1K Hold
1,870
0.04% 188
2022
Q3
$44K Hold
1,870
0.03% 200
2022
Q2
$33K Hold
1,870
0.02% 246
2022
Q1
$70K Buy
1,870
+20
+1% +$833 0.04% 182
2021
Q4
$111K Hold
1,850
0.06% 140
2021
Q3
$113K Hold
1,850
0.07% 131
2021
Q2
$98K Hold
1,850
0.06% 162
2021
Q1
$97K Hold
1,850
0.06% 152
2020
Q4
$100K Hold
1,850
0.07% 140
2020
Q3
$93K Hold
1,850
0.07% 134
2020
Q2
$84K Sell
1,850
-1,040
-36% -$44.3K 0.06% 134
2020
Q1
$109K Buy
2,890
+540
+23% +$19.1K 0.09% 109
2019
Q4
$76K Hold
2,350
0.05% 147
2019
Q3
$63K Hold
2,350
0.05% 159
2019
Q2
$86K Sell
2,350
-500
-18% -$18K 0.06% 135
2019
Q1
$102K Buy
2,850
+1,150
+68% +$39.9K 0.08% 126
2018
Q4
$46K Hold
1,700
0.04% 171
2018
Q3
$64K Hold
1,700
0.05% 157
2018
Q2
$67K Buy
1,700
+90
+6% +$3.07K 0.05% 146
2018
Q1
$48K Hold
1,610
0.04% 149
2017
Q4
$31K Hold
1,610
0.02% 197
2017
Q3
$29K Hold
1,610
0.02% 199
2017
Q2
$24K Hold
1,610
0.02% 101
2017
Q1
$24K Hold
1,610
0.02% 204
2016
Q4
$20K Hold
1,610
0.02% 192
2016
Q3
$16K Sell
1,610
-3,000
-65% -$28.6K 0.02% 192
2016
Q2
$42K Hold
4,610
0.04% 126
2016
Q1
$47K Buy
4,610
+3,000
+186% +$29.4K 0.05% 122
2015
Q4
$18K Hold
1,610
0.02% 179
2015
Q3
$17K Hold
1,610
0.02% 182
2015
Q2
$15K Hold
1,610
0.01% 199
2015
Q1
$10K Hold
1,610
0.01% 231
2014
Q4
$8K Buy
+1,610
New +$8.64K 0.01% 248

Other funds holding NFLX

AllSquare Wealth Management's NFLX Position: Q3 2025 in Review

AllSquare Wealth Management held its Netflix (NFLX) position steady in Q3 2025 at 1,150 shares worth $138K. The position accounts for 0.07% of the portfolio, ranked #135.

AllSquare Wealth Management first reported a position in NFLX in Q4 2014 and has held it in 44 quarters since. The position peaked at $154K in Q2 2025. 3,488 funds tracked by Wall St. Rank hold NFLX as of Q3 2025.

  • AllSquare Wealth Management held 1,150 shares of Netflix worth $138K as of Q3 2025.
  • AllSquare Wealth Management left its Netflix share count unchanged in Q3 2025.
  • Netflix made up 0.07% of AllSquare Wealth Management's portfolio in Q3 2025, its #135 holding.
  • AllSquare Wealth Management first reported a position in Netflix in Q4 2014 and has held it in 44 quarters since.
  • AllSquare Wealth Management's Netflix position peaked at $154K in Q2 2025.
  • 3,488 funds tracked by Wall St. Rank held Netflix as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.