Charter Oak Capital Management’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$361K Sell
2025
Q2
$423K Hold
2025
Q1
$295K Buy
2024
Q4
$251K Sell
2024
Q3
$227K Buy
2024
Q2
$214K Buy
2022
Q3
Sell
2022
Q2
$45K Hold
2022
Q1
$97K Buy
2021
Q4
$140K Hold
2021
Q3
$142K Sell
2021
Q2
$125K Buy
2021
Q1
$116K Hold
2020
Q4
$120K Buy