Bernardo Wealth Planning’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
544
+11
| +2% | +$14.7K | 0.16% | 55 |
|
|
2025
Q1 | $497K | Buy |
533
+15
| +3% | +$14K | 0.12% | 66 |
|
|
2024
Q4 | $434K | Buy |
518
+18
| +4% | +$15.1K | 0.1% | 68 |
|
|
2024
Q3 | $344K | Buy |
+500
| New | +$344K | 0.08% | 83 |
|
|
2021
Q1 | – | Sell |
-1,834
| Closed | -$991K | – | 121 |
|
|
2020
Q4 | $991K | Buy |
1,834
+30
| +2% | +$16.2K | 0.38% | 53 |
|
|
2020
Q3 | $902K | Sell |
1,804
-10
| -0.6% | -$5K | 0.41% | 52 |
|
|
2020
Q2 | $825K | Buy |
1,814
+28
| +2% | +$12.7K | 0.44% | 44 |
|
|
2020
Q1 | $670K | Sell |
1,786
-110
| -6% | -$41.3K | 0.47% | 57 |
|
|
2019
Q4 | $613K | Sell |
1,896
-30
| -2% | -$9.7K | 0.37% | 61 |
|
|
2019
Q3 | $515K | Sell |
1,926
-284
| -13% | -$75.9K | 0.37% | 66 |
|
|
2019
Q2 | $812K | Sell |
2,210
-75
| -3% | -$27.6K | 0.64% | 38 |
|
|
2019
Q1 | $815K | Sell |
2,285
-30
| -1% | -$10.7K | 0.65% | 39 |
|
|
2018
Q4 | $620K | Buy |
+2,315
| New | +$620K | 0.55% | 42 |
|