GeoWealth 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
$3.28M Buy
2,447
+584
+31% +$782K 0.13% 96
2025
Q1
$1.74M Sell
1,863
-986
-35% -$919K 0.07% 167
2024
Q4
$2.54M Buy
2,849
+96
+3% +$85.6K 0.08% 158
2024
Q3
$1.95M Sell
2,753
-1,128
-29% -$800K 0.07% 190
2024
Q2
$2.62M Buy
3,881
+956
+33% +$645K 0.11% 133
2024
Q1
$1.78M Buy
2,925
+1,242
+74% +$754K 0.07% 193
2023
Q4
$819K Buy
1,683
+1,446
+610% +$704K 0.07% 241
2023
Q3
$89K Buy
237
+233
+5,825% +$87.5K 0.01% 342
2023
Q2
$2K Buy
4
+2
+100% +$1K ﹤0.01% 433
2023
Q1
$1K Sell
2
-940
-100% -$470K ﹤0.01% 379
2022
Q4
$277K Sell
942
-1,136
-55% -$334K 0.03% 204
2022
Q3
$489K Sell
2,078
-163
-7% -$38.4K 0.05% 168
2022
Q2
$393K Buy
2,241
+636
+40% +$112K 0.05% 183
2022
Q1
$600K Sell
1,605
-238
-13% -$89K 0.05% 187
2021
Q4
$1.11M Sell
1,843
-298
-14% -$179K 0.09% 141
2021
Q3
$1.31M Buy
+2,141
New +$1.31M 0.11% 143