IWS
Insight Wealth Strategies’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
657
+5
| +0.8% | +$6.47K | 0.11% | 105 |
|
|
2025
Q1 | $608K | Sell |
652
-4
| -0.6% | -$3.73K | 0.08% | 115 |
|
|
2024
Q4 | $585K | Buy |
656
+12
| +2% | +$10.7K | 0.08% | 117 |
|
|
2024
Q3 | $457K | Hold |
644
| – | – | 0.06% | 132 |
|
|
2024
Q2 | $435K | Buy |
644
+92
| +17% | +$62.1K | 0.06% | 137 |
|
|
2024
Q1 | $335K | Sell |
552
-9
| -2% | -$5.47K | 0.05% | 143 |
|
|
2023
Q4 | $273K | Sell |
561
-57
| -9% | -$27.8K | 0.04% | 143 |
|
|
2023
Q3 | $233K | Hold |
618
| – | – | 0.05% | 134 |
|
|
2023
Q2 | $272K | Sell |
618
-13
| -2% | -$5.73K | 0.05% | 127 |
|
|
2023
Q1 | $218K | Buy |
+631
| New | +$218K | 0.04% | 132 |
|
|
2022
Q2 | – | Sell |
-2,841
| Closed | -$1.06M | – | 158 |
|
|
2022
Q1 | $1.06M | Buy |
2,841
+273
| +11% | +$102K | 0.16% | 103 |
|
|
2021
Q4 | $1.55M | Buy |
2,568
+47
| +2% | +$28.3K | 0.22% | 67 |
|
|
2021
Q3 | $1.54M | Buy |
2,521
+76
| +3% | +$46.4K | 0.22% | 69 |
|
|
2021
Q2 | $1.29M | Sell |
2,445
-744
| -23% | -$393K | 0.18% | 75 |
|
|
2021
Q1 | $1.66M | Buy |
3,189
+313
| +11% | +$163K | 0.22% | 66 |
|
|
2020
Q4 | $1.56M | Buy |
2,876
+129
| +5% | +$69.7K | 0.26% | 52 |
|
|
2020
Q3 | $1.37M | Buy |
2,747
+577
| +27% | +$289K | 0.26% | 47 |
|
|
2020
Q2 | $987K | Buy |
2,170
+316
| +17% | +$144K | 0.22% | 46 |
|
|
2020
Q1 | $696K | Sell |
1,854
-1,724
| -48% | -$647K | 0.19% | 51 |
|
|
2019
Q4 | $1.16M | Buy |
3,578
+139
| +4% | +$45K | 0.25% | 73 |
|
|
2019
Q3 | $920K | Buy |
3,439
+382
| +12% | +$102K | 0.22% | 72 |
|
|
2019
Q2 | $1.12M | Buy |
3,057
+634
| +26% | +$233K | 0.27% | 59 |
|
|
2019
Q1 | $864K | Sell |
2,423
-43
| -2% | -$15.3K | 0.24% | 71 |
|
|
2018
Q4 | $660K | Buy |
+2,466
| New | +$660K | 0.2% | 71 |
|