JPWM
Jamison Private Wealth Management’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Buy |
3,752
+203
| +6% | +$272K | 0.72% | 47 |
|
|
2025
Q1 | $3.31M | Buy |
3,549
+25
| +0.7% | +$23.3K | 0.5% | 54 |
|
|
2024
Q4 | $3.14M | Buy |
3,524
+145
| +4% | +$129K | 0.46% | 54 |
|
|
2024
Q3 | $2.4M | Buy |
3,379
+68
| +2% | +$48.2K | 0.36% | 65 |
|
|
2024
Q2 | $2.23M | Sell |
3,311
-105
| -3% | -$70.9K | 0.37% | 62 |
|
|
2024
Q1 | $2.07M | Buy |
3,416
+5
| +0.1% | +$3.04K | 0.35% | 67 |
|
|
2023
Q4 | $1.66M | Sell |
3,411
-68
| -2% | -$33.1K | 0.31% | 77 |
|
|
2023
Q3 | $1.31M | Buy |
+3,479
| New | +$1.31M | 0.27% | 80 |
|