KMWM
Keudell/Morrison Wealth Management’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
962
-42
| -4% | -$56.2K | 0.29% | 56 |
|
|
2025
Q1 | $936K | Sell |
1,004
-166
| -14% | -$155K | 0.22% | 65 |
|
|
2024
Q4 | $1.04M | Sell |
1,170
-66
| -5% | -$58.8K | 0.27% | 63 |
|
|
2024
Q3 | $877K | Sell |
1,236
-58
| -4% | -$41.1K | 0.24% | 73 |
|
|
2024
Q2 | $873K | Sell |
1,294
-239
| -16% | -$161K | 0.26% | 69 |
|
|
2024
Q1 | $931K | Buy |
1,533
+33
| +2% | +$20K | 0.28% | 68 |
|
|
2023
Q4 | $730K | Sell |
1,500
-254
| -14% | -$124K | 0.24% | 80 |
|
|
2023
Q3 | $662K | Buy |
1,754
+114
| +7% | +$43K | 0.2% | 79 |
|
|
2023
Q2 | $722K | Buy |
1,640
+57
| +4% | +$25.1K | 0.21% | 76 |
|
|
2023
Q1 | $547K | Buy |
1,583
+337
| +27% | +$116K | 0.16% | 95 |
|
|
2022
Q4 | $367K | Sell |
1,246
-465
| -27% | -$137K | 0.12% | 115 |
|
|
2022
Q3 | $403K | Buy |
1,711
+226
| +15% | +$53.2K | 0.15% | 105 |
|
|
2022
Q2 | $260K | Buy |
1,485
+166
| +13% | +$29.1K | 0.09% | 148 |
|
|
2022
Q1 | $494K | Buy |
1,319
+302
| +30% | +$113K | 0.21% | 100 |
|
|
2021
Q4 | $613K | Buy |
1,017
+11
| +1% | +$6.63K | 0.24% | 86 |
|
|
2021
Q3 | $614K | Buy |
1,006
+190
| +23% | +$116K | 0.26% | 87 |
|
|
2021
Q2 | $431K | Sell |
816
-49
| -6% | -$25.9K | 0.24% | 106 |
|
|
2021
Q1 | $451K | Buy |
+865
| New | +$451K | 0.26% | 101 |
|