Heritage Oak Wealth Advisors’s Netflix NFLX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$532K	Buy	397 +96	+32%	+$129K	0.21%	44
2025 Q1	$281K	Buy	+301	New	+$281K	0.12%	57
2024 Q4	–	Sell	-1,659	Closed	-$1.18M	–	144
2024 Q3	$1.18M	Buy	+1,659	New	+$1.18M	0.54%	41