Beverly Hills Private Wealth’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$825K Buy
616
+87
+16% +$117K 0.15% 139
2025
Q1
$493K Buy
529
+140
+36% +$131K 0.1% 177
2024
Q4
$347K Sell
389
-8
-2% -$7.13K 0.07% 225
2024
Q3
$282K Sell
397
-48
-11% -$34K 0.06% 280
2024
Q2
$300K Buy
445
+11
+3% +$7.42K 0.07% 276
2024
Q1
$264K Sell
434
-5
-1% -$3.04K 0.06% 298
2023
Q4
$214K Buy
+439
New +$214K 0.06% 310
2023
Q3
Sell
-528
Closed -$228K 309
2023
Q2
$228K Buy
+528
New +$228K 0.04% 300