Center for Financial 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 | $727K | Hold |
543
| – | – | 0.08% | 81 |
|
|
2025
Q1 | $506K | Sell |
543
-97
| -15% | -$90.5K | 0.06% | 99 |
|
|
2024
Q4 | $570K | Buy |
640
+240
| +60% | +$214K | 0.08% | 88 |
|
|
2024
Q3 | $284K | Hold |
400
| – | – | 0.04% | 127 |
|
|
2024
Q2 | $270K | Buy |
400
+105
| +36% | +$70.9K | 0.04% | 128 |
|
|
2024
Q1 | $179K | Sell |
295
-339
| -53% | -$206K | 0.03% | 156 |
|
|
2023
Q4 | $309K | Hold |
634
| – | – | 0.06% | 113 |
|
|
2023
Q3 | $239K | Hold |
634
| – | – | 0.05% | 121 |
|
|
2023
Q2 | $279K | Hold |
634
| – | – | 0.06% | 116 |
|
|
2023
Q1 | $219K | Sell |
634
-29
| -4% | -$10K | 0.05% | 127 |
|
|
2022
Q4 | $196K | Buy |
663
+2
| +0.3% | +$590 | 0.05% | 130 |
|
|
2022
Q3 | $156K | Hold |
661
| – | – | 0.04% | 135 |
|
|
2022
Q2 | $116K | Sell |
661
-1
| -0.2% | -$175 | 0.03% | 151 |
|
|
2022
Q1 | $248K | Buy |
662
+8
| +1% | +$3K | 0.05% | 120 |
|
|
2021
Q4 | $394K | Sell |
654
-1
| -0.2% | -$602 | 0.08% | 93 |
|
|
2021
Q3 | $400K | Sell |
655
-103
| -14% | -$62.9K | 0.1% | 86 |
|
|
2021
Q2 | $400K | Buy |
758
+7
| +0.9% | +$3.69K | 0.1% | 88 |
|
|
2021
Q1 | $392K | Hold |
751
| – | – | 0.1% | 89 |
|
|
2020
Q4 | $406K | Hold |
751
| – | – | 0.12% | 77 |
|
|
2020
Q3 | $376K | Buy |
751
+112
| +18% | +$56.1K | 0.12% | 78 |
|
|
2020
Q2 | $291K | Hold |
639
| – | – | 0.1% | 89 |
|
|
2020
Q1 | $240K | Hold |
639
| – | – | 0.08% | 100 |
|
|
2019
Q4 | $207K | Buy |
+639
| New | +$207K | 0.05% | 106 |
|