HWP
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Heritage Wealth Partners’s Netflix NFLX Stock Holding History

Heritage Wealth Partners’s Portfolio NFLX Stock Details NFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$275K Sell
295
-394
-57% -$367K 0.42% 45
2024
Q4 		$614K Sell
689
-85
-11% -$75.8K 0.77% 31
2024
Q3 		$549K Sell
774
-559
-42% -$396K 0.65% 37
2024
Q2 		$900K Buy
+1,333
New +$900K 1.3% 21