Evergreen Private Wealth’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.8M Sell
8,028
-745
-8% -$998K 4.5% 1
2025
Q1
$8.18M Sell
8,773
-182
-2% -$170K 3.82% 3
2024
Q4
$7.98M Sell
8,955
-259
-3% -$231K 3.74% 1
2024
Q3
$6.54M Buy
9,214
+121
+1% +$85.8K 3.03% 5
2024
Q2
$6.14M Buy
9,093
+58
+0.6% +$39.1K 3.02% 7
2024
Q1
$5.49M Sell
9,035
-2,205
-20% -$1.34M 2.75% 8
2023
Q4
$5.47M Buy
+11,240
New +$5.47M 2.95% 10