Congress 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 | $35.6M | Buy |
26,580
+2,053
| +8% | +$2.75M | 0.34% | 63 |
|
2025
Q1 | $22.9M | Buy |
24,527
+5,603
| +30% | +$5.24M | 0.27% | 92 |
|
2024
Q4 | $16.9M | Buy |
18,924
+1,771
| +10% | +$1.58M | 0.23% | 130 |
|
2024
Q3 | $12.2M | Buy |
17,153
+1,655
| +11% | +$1.17M | 0.16% | 185 |
|
2024
Q2 | $10.5M | Buy |
15,498
+9,021
| +139% | +$6.09M | 0.17% | 169 |
|
2024
Q1 | $3.93M | Buy |
6,477
+2,130
| +49% | +$1.29M | 0.07% | 252 |
|
2023
Q4 | $2.12M | Buy |
4,347
+1,516
| +54% | +$738K | 0.04% | 307 |
|
2023
Q3 | $1.07M | Buy |
2,831
+558
| +25% | +$211K | 0.02% | 368 |
|
2023
Q2 | $1M | Buy |
2,273
+706
| +45% | +$311K | 0.02% | 340 |
|
2023
Q1 | $542K | Sell |
1,567
-177
| -10% | -$61.2K | 0.01% | 408 |
|
2022
Q4 | $514K | Buy |
1,744
+140
| +9% | +$41.3K | 0.01% | 401 |
|
2022
Q3 | $378K | Sell |
1,604
-864
| -35% | -$204K | 0.01% | 435 |
|
2022
Q2 | $432K | Sell |
2,468
-348
| -12% | -$60.9K | 0.01% | 426 |
|
2022
Q1 | $1.06M | Sell |
2,816
-3,052
| -52% | -$1.14M | 0.02% | 346 |
|
2021
Q4 | $3.54M | Buy |
+5,868
| New | +$3.54M | 0.07% | 262 |
|