Avantax Planning Partners’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.91M | Sell |
1,429
-84
| -6% | -$112K | 0.06% | 138 |
|
2025
Q1 | $1.41M | Buy |
1,513
+195
| +15% | +$182K | 0.05% | 150 |
|
2024
Q4 | $1.17M | Buy |
1,318
+125
| +10% | +$111K | 0.04% | 168 |
|
2024
Q3 | $846K | Sell |
1,193
-1,115
| -48% | -$791K | 0.03% | 188 |
|
2024
Q2 | $1.56M | Sell |
2,308
-180
| -7% | -$121K | 0.05% | 163 |
|
2024
Q1 | $1.51M | Sell |
2,488
-515
| -17% | -$313K | 0.05% | 174 |
|
2023
Q4 | $1.46M | Sell |
3,003
-218
| -7% | -$106K | 0.06% | 141 |
|
2023
Q3 | $1.22M | Sell |
3,221
-68
| -2% | -$25.7K | 0.05% | 151 |
|
2023
Q2 | $1.45M | Sell |
3,289
-34
| -1% | -$15K | 0.06% | 138 |
|
2023
Q1 | $1.15M | Sell |
3,323
-1,139
| -26% | -$394K | 0.05% | 152 |
|
2022
Q4 | $1.32M | Sell |
4,462
-157
| -3% | -$46.3K | 0.05% | 136 |
|
2022
Q3 | $1.09M | Sell |
4,619
-1,069
| -19% | -$252K | 0.05% | 141 |
|
2022
Q2 | $995K | Buy |
5,688
+3,172
| +126% | +$555K | 0.04% | 157 |
|
2022
Q1 | $942K | Buy |
2,516
+360
| +17% | +$135K | 0.04% | 163 |
|
2021
Q4 | $1.3M | Buy |
2,156
+465
| +27% | +$280K | 0.05% | 137 |
|
2021
Q3 | $1.03M | Buy |
1,691
+60
| +4% | +$36.6K | 0.05% | 139 |
|
2021
Q2 | $862K | Sell |
1,631
-161
| -9% | -$85.1K | 0.04% | 146 |
|
2021
Q1 | $935K | Sell |
1,792
-218
| -11% | -$114K | 0.05% | 137 |
|
2020
Q4 | $1.09M | Sell |
2,010
-1,591
| -44% | -$860K | 0.06% | 120 |
|
2020
Q3 | $1.8M | Sell |
3,601
-172
| -5% | -$86K | 0.1% | 89 |
|
2020
Q2 | $1.72M | Buy |
3,773
+974
| +35% | +$443K | 0.1% | 92 |
|
2020
Q1 | $1.05M | Buy |
2,799
+846
| +43% | +$318K | 0.07% | 106 |
|
2019
Q4 | $632K | Sell |
1,953
-454
| -19% | -$147K | 0.04% | 144 |
|
2019
Q3 | $644K | Sell |
2,407
-46
| -2% | -$12.3K | 0.04% | 141 |
|
2019
Q2 | $923K | Buy |
2,453
+471
| +24% | +$177K | 0.06% | 111 |
|
2019
Q1 | $707K | Buy |
1,982
+52
| +3% | +$18.5K | 0.05% | 132 |
|
2018
Q4 | $517K | Buy |
1,930
+115
| +6% | +$30.8K | 0.04% | 144 |
|
2018
Q3 | $679K | Sell |
1,815
-9
| -0.5% | -$3.37K | 0.05% | 114 |
|
2018
Q2 | $714K | Sell |
1,824
-153
| -8% | -$59.9K | 0.06% | 105 |
|
2018
Q1 | $584K | Buy |
1,977
+43
| +2% | +$12.7K | 0.05% | 160 |
|
2017
Q4 | $371K | Sell |
1,934
-13
| -0.7% | -$2.49K | 0.03% | 202 |
|
2017
Q3 | $353K | Sell |
1,947
-23
| -1% | -$4.17K | 0.03% | 252 |
|
2017
Q2 | $294K | Buy |
1,970
+557
| +39% | +$83.1K | 0.02% | 258 |
|
2017
Q1 | $209K | Buy |
+1,413
| New | +$209K | 0.02% | 309 |
|