BBWA
Bell & Brown Wealth Advisors’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
1,343
-44
| -3% | -$58.1K | 0.63% | 48 |
|
|
2025
Q1 | $1.29M | Sell |
1,387
-20
| -1% | -$18.7K | 0.5% | 50 |
|
|
2024
Q4 | $1.25M | Sell |
1,407
-24
| -2% | -$21.4K | 0.47% | 50 |
|
|
2024
Q3 | $1.01M | Hold |
1,431
| – | – | 0.4% | 53 |
|
|
2024
Q2 | $966K | Buy |
1,431
+2
| +0.1% | +$1.35K | 0.37% | 54 |
|
|
2024
Q1 | $868K | Hold |
1,429
| – | – | 0.37% | 52 |
|
|
2023
Q4 | $696K | Buy |
+1,429
| New | +$696K | 0.32% | 54 |
|
|
2023
Q2 | $581K | Sell |
1,319
-50
| -4% | -$22K | 0.29% | 53 |
|
|
2023
Q1 | $473K | Sell |
1,369
-12,555
| -90% | -$4.34M | 0.25% | 55 |
|
|
2022
Q4 | $4.11M | Buy |
+13,924
| New | +$4.11M | 2.26% | 16 |
|
|
2022
Q3 | – | Sell |
-11,599
| Closed | -$2.03M | – | 67 |
|
|
2022
Q2 | $2.03M | Buy |
+11,599
| New | +$2.03M | 1.08% | 42 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$391K | – | 85 |
|
|
2018
Q2 | $391K | Hold |
1,000
| – | – | 0.39% | 67 |
|
|
2018
Q1 | $310K | Buy |
+1,000
| New | +$310K | 0.33% | 73 |
|