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