CPWM
Cypress Point Wealth Management’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
386
+11
| +3% | +$14.7K | 0.13% | 55 |
|
|
2025
Q1 | $350K | Hold |
375
| – | – | 0.11% | 57 |
|
|
2024
Q4 | $334K | Sell |
375
-148
| -28% | -$132K | 0.1% | 60 |
|
|
2024
Q3 | $371K | Sell |
523
-1
| -0.2% | -$709 | 0.15% | 62 |
|
|
2024
Q2 | $354K | Buy |
524
+33
| +7% | +$22.3K | 0.17% | 60 |
|
|
2024
Q1 | $298K | Buy |
491
+44
| +10% | +$26.7K | 0.15% | 61 |
|
|
2023
Q4 | $218K | Buy |
+447
| New | +$218K | 0.16% | 53 |
|