IFWM
Institute for Wealth Management’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Sell |
4,182
-102
| -2% | -$137K | 0.62% | 30 |
|
|
2025
Q1 | $4M | Buy |
4,284
+7
| +0.2% | +$6.53K | 0.51% | 39 |
|
|
2024
Q4 | $3.81M | Sell |
4,277
-4
| -0.1% | -$3.57K | 0.48% | 38 |
|
|
2024
Q3 | $3.04M | Sell |
4,281
-7
| -0.2% | -$4.97K | 0.38% | 51 |
|
|
2024
Q2 | $2.89M | Buy |
4,288
+58
| +1% | +$39.1K | 0.39% | 48 |
|
|
2024
Q1 | $2.57M | Buy |
4,230
+32
| +0.8% | +$19.4K | 0.33% | 58 |
|
|
2023
Q4 | $2.04M | Hold |
4,198
| – | – | 0.33% | 71 |
|
|
2023
Q3 | $1.59M | Buy |
4,198
+78
| +2% | +$29.5K | 0.29% | 80 |
|
|
2023
Q2 | $1.81M | Sell |
4,120
-171
| -4% | -$75.3K | 0.31% | 76 |
|
|
2023
Q1 | $1.48M | Sell |
4,291
-28
| -0.6% | -$9.67K | 0.28% | 87 |
|
|
2022
Q4 | $1.27M | Sell |
4,319
-51
| -1% | -$15K | 0.27% | 99 |
|
|
2022
Q3 | $1.03M | Buy |
4,370
+77
| +2% | +$18.1K | 0.23% | 113 |
|
|
2022
Q2 | $751K | Buy |
4,293
+33
| +0.8% | +$5.77K | 0.15% | 173 |
|
|
2022
Q1 | $1.6M | Buy |
4,260
+301
| +8% | +$113K | 0.26% | 95 |
|
|
2021
Q4 | $2.39M | Buy |
3,959
+1
| +0% | +$602 | 0.39% | 61 |
|
|
2021
Q3 | $2.42M | Hold |
3,958
| – | – | 0.42% | 54 |
|
|
2021
Q2 | $2.09M | Buy |
3,958
+20
| +0.5% | +$10.6K | 0.37% | 65 |
|
|
2021
Q1 | $2.05M | Sell |
3,938
-1
| -0% | -$522 | 0.39% | 64 |
|
|
2020
Q4 | $2.13M | Buy |
3,939
+19
| +0.5% | +$10.3K | 0.42% | 54 |
|
|
2020
Q3 | $1.96M | Sell |
3,920
-2
| -0.1% | -$1K | 0.45% | 46 |
|
|
2020
Q2 | $1.79M | Buy |
3,922
+553
| +16% | +$252K | 0.44% | 45 |
|
|
2020
Q1 | $1.27M | Sell |
3,369
-3,140
| -48% | -$1.18M | 0.39% | 60 |
|
|
2019
Q4 | $2.11M | Sell |
6,509
-315
| -5% | -$102K | 0.48% | 42 |
|
|
2019
Q3 | $1.83M | Sell |
6,824
-243
| -3% | -$65K | 0.46% | 48 |
|
|
2019
Q2 | $2.6M | Sell |
7,067
-629
| -8% | -$231K | 0.57% | 35 |
|
|
2019
Q1 | $2.74M | Sell |
7,696
-537
| -7% | -$191K | 0.6% | 36 |
|
|
2018
Q4 | $2.2M | Buy |
+8,233
| New | +$2.2M | 0.9% | 27 |
|
|
2017
Q3 | – | Sell |
-8,181
| Closed | -$1.22M | – | 340 |
|
|
2017
Q2 | $1.22M | Buy |
+8,181
| New | +$1.22M | 0.34% | 85 |
|