JWM
Jackson Wealth Management’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
499
-48
| -9% | -$64.3K | 0.07% | 99 |
|
|
2025
Q1 | $510K | Sell |
547
-12
| -2% | -$11.2K | 0.06% | 110 |
|
|
2024
Q4 | $498K | Buy |
559
+122
| +28% | +$109K | 0.06% | 110 |
|
|
2024
Q3 | $310K | Buy |
+437
| New | +$310K | 0.04% | 118 |
|
|
2021
Q1 | – | Sell |
-3,100
| Closed | -$1.68M | – | 138 |
|
|
2020
Q4 | $1.68M | Buy |
3,100
+100
| +3% | +$54.1K | 0.23% | 88 |
|
|
2020
Q3 | $1.5M | Buy |
+3,000
| New | +$1.5M | 0.22% | 85 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$880K | – | 143 |
|
|
2019
Q4 | $880K | Buy |
+2,500
| New | +$880K | 0.15% | 115 |
|