MWM
MinichMacGregor Wealth Management’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
336
-32
| -9% | -$42.9K | 0.1% | 75 |
|
|
2025
Q1 | $343K | Sell |
368
-7
| -2% | -$6.53K | 0.08% | 85 |
|
|
2024
Q4 | $334K | Buy |
375
+68
| +22% | +$60.6K | 0.07% | 91 |
|
|
2024
Q3 | $218K | Buy |
307
+3
| +1% | +$2.13K | 0.05% | 108 |
|
|
2024
Q2 | $205K | Buy |
+304
| New | +$205K | 0.05% | 100 |
|
|
2023
Q1 | – | Sell |
-75
| Closed | -$22.1K | – | 439 |
|
|
2022
Q4 | $22.1K | Buy |
+75
| New | +$22.1K | 0.01% | 297 |
|
|
2019
Q1 | – | Sell |
-3,780
| Closed | -$686K | – | 98 |
|
|
2018
Q4 | $686K | Buy |
3,780
+3,735
| +8,300% | +$678K | 0.47% | 58 |
|
|
2018
Q3 | $17K | Buy |
45
+25
| +125% | +$9.44K | 0.01% | 237 |
|
|
2018
Q2 | $7K | Sell |
20
-30
| -60% | -$10.5K | 0.01% | 348 |
|
|
2018
Q1 | $14K | Sell |
50
-98
| -66% | -$27.4K | 0.01% | 254 |
|
|
2017
Q4 | $28K | Sell |
148
-55
| -27% | -$10.4K | 0.02% | 159 |
|
|
2017
Q3 | $36K | Sell |
203
-8
| -4% | -$1.42K | 0.03% | 130 |
|
|
2017
Q2 | $31K | Sell |
211
-30
| -12% | -$4.41K | 0.03% | 137 |
|
|
2017
Q1 | $35K | Buy |
241
+116
| +93% | +$16.8K | 0.03% | 126 |
|
|
2016
Q4 | $15K | Sell |
125
-2
| -2% | -$240 | 0.01% | 206 |
|
|
2016
Q3 | $12K | Buy |
127
+16
| +14% | +$1.51K | 0.01% | 247 |
|
|
2016
Q2 | $10K | Hold |
111
| – | – | 0.01% | 257 |
|
|
2016
Q1 | $11K | Buy |
111
+61
| +122% | +$6.05K | 0.01% | 236 |
|
|
2015
Q4 | $31K | Buy |
+50
| New | +$31K | 0.03% | 137 |
|