Mark Sheptoff Financial Planning’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.4K | Hold |
25
| – | – | 0.02% | 216 |
|
|
2025
Q1 | $23.3K | Hold |
25
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $22.2K | Sell |
25
-308
| -92% | -$274K | 0.01% | 250 |
|
|
2024
Q3 | $236K | Buy |
333
+295
| +776% | +$209K | 0.13% | 85 |
|
|
2024
Q2 | $25.6K | Hold |
38
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $23.1K | Buy |
38
+11
| +41% | +$6.68K | 0.01% | 226 |
|
|
2023
Q4 | $13.1K | Buy |
27
+25
| +1,250% | +$12.2K | 0.01% | 264 |
|
|
2023
Q3 | $755 | Hold |
2
| – | – | ﹤0.01% | 360 |
|
|
2023
Q2 | $881 | Hold |
2
| – | – | ﹤0.01% | 366 |
|
|
2023
Q1 | $691 | Hold |
2
| – | – | ﹤0.01% | 369 |
|
|
2022
Q4 | $590 | Hold |
2
| – | – | ﹤0.01% | 376 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 389 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 413 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 443 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 384 |
|
|
2021
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 403 |
|
|
2021
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 364 |
|
|
2018
Q3 | – | Sell |
-30
| Closed | -$12K | – | 373 |
|
|
2018
Q2 | $12K | Buy |
+30
| New | +$12K | 0.01% | 266 |
|
|
2015
Q4 | – | Sell |
-14
| Closed | -$1K | – | 415 |
|
|
2015
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 375 |
|