MSWM
McGlone Suttner Wealth Management’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
989
+14
| +1% | +$18.7K | 0.2% | 53 |
|
|
2025
Q1 | $909K | Buy |
975
+68
| +7% | +$63.4K | 0.15% | 72 |
|
|
2024
Q4 | $808K | Buy |
907
+33
| +4% | +$29.4K | 0.14% | 73 |
|
|
2024
Q3 | $620K | Buy |
874
+362
| +71% | +$257K | 0.13% | 88 |
|
|
2024
Q2 | $249K | Sell |
512
-322
| -39% | -$157K | 0.05% | 133 |
|
|
2024
Q1 | $507K | Buy |
834
+322
| +63% | +$196K | 0.1% | 96 |
|
|
2023
Q4 | $249K | Buy |
+512
| New | +$249K | 0.05% | 133 |
|
|
2023
Q3 | – | Sell |
-459
| Closed | -$202K | – | 153 |
|
|
2023
Q2 | $202K | Buy |
+459
| New | +$202K | 0.05% | 146 |
|