Cherrydale Wealth Management’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750K Hold
560
0.26% 37
2025
Q1
$522K Sell
560
-5
-0.9% -$4.66K 0.21% 38
2024
Q4
$504K Hold
565
0.19% 37
2024
Q3
$401K Hold
565
0.16% 41
2024
Q2
$381K Buy
565
+37
+7% +$25K 0.17% 43
2024
Q1
$321K Buy
528
+51
+11% +$31K 0.15% 44
2023
Q4
$232K Buy
+477
New +$232K 0.12% 44
2023
Q3
Sell
-468
Closed -$206K 49
2023
Q2
$206K Buy
+468
New +$206K 0.14% 39
2022
Q2
Sell
-917
Closed -$343K 41
2022
Q1
$343K Buy
+917
New +$343K 0.25% 28