Level Financial Advisors’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
371
-15
| -4% | -$20.1K | 0.15% | 61 |
|
|
2025
Q1 | $360K | Buy |
386
+2
| +0.5% | +$1.87K | 0.12% | 71 |
|
|
2024
Q4 | $342K | Buy |
384
+8
| +2% | +$7.13K | 0.13% | 65 |
|
|
2024
Q3 | $267K | Buy |
+376
| New | +$267K | 0.1% | 68 |
|
|
2024
Q2 | – | Sell |
-581
| Closed | -$353K | – | 74 |
|
|
2024
Q1 | $353K | Sell |
581
-64
| -10% | -$38.9K | 0.16% | 55 |
|
|
2023
Q4 | $314K | Sell |
645
-227
| -26% | -$111K | 0.16% | 53 |
|
|
2023
Q3 | $329K | Sell |
872
-197
| -18% | -$74.4K | 0.18% | 49 |
|
|
2023
Q2 | $471K | Sell |
1,069
-283
| -21% | -$125K | 0.26% | 40 |
|
|
2023
Q1 | $467K | Hold |
1,352
| – | – | 0.28% | 39 |
|
|
2022
Q4 | $399K | Hold |
1,352
| – | – | 0.26% | 40 |
|
|
2022
Q3 | $318K | Sell |
1,352
-25
| -2% | -$5.88K | 0.23% | 41 |
|
|
2022
Q2 | $241K | Buy |
1,377
+25
| +2% | +$4.38K | 0.18% | 44 |
|
|
2022
Q1 | $506K | Hold |
1,352
| – | – | 0.39% | 29 |
|
|
2021
Q4 | $814K | Buy |
+1,352
| New | +$814K | 0.62% | 20 |
|