Montz Harcus Wealth Management’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $643K | Sell |
480
-6
| -1% | -$8.04K | 0.31% | 39 |
|
2025
Q1 | $453K | Hold |
486
| – | – | 0.25% | 44 |
|
2024
Q4 | $433K | Sell |
486
-2
| -0.4% | -$1.78K | 0.24% | 43 |
|
2024
Q3 | $346K | Buy |
488
+29
| +6% | +$20.6K | 0.2% | 49 |
|
2024
Q2 | $310K | Buy |
459
+1
| +0.2% | +$675 | 0.2% | 47 |
|
2024
Q1 | $278K | Hold |
458
| – | – | 0.19% | 47 |
|
2023
Q4 | $223K | Buy |
+458
| New | +$223K | 0.17% | 51 |
|