Heritage Wealth Management (California)’s Netflix NFLX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$354K	Sell	264 -14	-5%	-$18.7K	0.24%	61
2025 Q1	$259K	Buy	278 +42	+18%	+$39.2K	0.2%	69
2024 Q4	$210K	Buy	+236	New	+$210K	0.15%	82