FWP
Falcon Wealth Planning’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Buy |
737
+89
| +14% | +$119K | 0.1% | 70 |
|
|
2025
Q1 | $604K | Buy |
648
+129
| +25% | +$120K | 0.07% | 87 |
|
|
2024
Q4 | $463K | Sell |
519
-115
| -18% | -$103K | 0.05% | 104 |
|
|
2024
Q3 | $450K | Buy |
634
+11
| +2% | +$7.8K | 0.05% | 95 |
|
|
2024
Q2 | $421K | Buy |
623
+23
| +4% | +$15.5K | 0.05% | 85 |
|
|
2024
Q1 | $364K | Buy |
600
+99
| +20% | +$60.1K | 0.06% | 96 |
|
|
2023
Q4 | $244K | Sell |
501
-29
| -5% | -$14.1K | 0.04% | 117 |
|
|
2023
Q3 | $200K | Buy |
530
+5
| +1% | +$1.89K | 0.04% | 109 |
|
|
2023
Q2 | $231K | Buy |
+525
| New | +$231K | 0.05% | 97 |
|
|
2022
Q1 | – | Sell |
-389
| Closed | -$234K | – | 77 |
|
|
2021
Q4 | $234K | Buy |
389
+28
| +8% | +$16.8K | 0.08% | 71 |
|
|
2021
Q3 | $220K | Buy |
+361
| New | +$220K | 0.08% | 68 |
|