Congress Wealth 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 Q2	$35.6M	Buy	265,800 +20,530	+8%	+$2.32M	0.34%	63
2025 Q1	$22.9M	Buy	245,270 +56,030	+30%	+$5.33M	0.27%	92
2024 Q4	$16.9M	Buy	189,240 +17,710	+10%	+$1.46M	0.23%	130
2024 Q3	$12.2M	Buy	171,530 +16,550	+11%	+$1.11M	0.16%	185
2024 Q2	$10.5M	Buy	154,980 +90,210	+139%	+$5.63M	0.17%	169
2024 Q1	$3.93M	Buy	64,770 +21,300	+49%	+$1.2M	0.07%	252
2023 Q4	$2.12M	Buy	43,470 +15,160	+54%	+$662K	0.04%	307
2023 Q3	$1.07M	Buy	28,310 +5,580	+25%	+$237K	0.02%	368
2023 Q2	$1M	Buy	22,730 +7,060	+45%	+$260K	0.02%	340
2023 Q1	$542K	Sell	15,670 -1,770	-10%	-$58.6K	0.01%	408
2022 Q4	$514K	Buy	17,440 +1,400	+9%	+$39.3K	0.01%	401
2022 Q3	$378K	Sell	16,040 -8,640	-35%	-$192K	0.01%	435
2022 Q2	$432K	Sell	24,680 -3,480	-12%	-$77.2K	0.01%	426
2022 Q1	$1.05M	Sell	28,160 -30,520	-52%	-$1.27M	0.02%	346
2021 Q4	$3.54M	Buy	+58,680	New	+$3.75M	0.07%	264