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Mountain Capital Investment Advisors’s Netflix NFLX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
+191
New +$247K 0.05% 55
2023
Q4
Sell
-559
Closed -$250K 65
2023
Q3
$250K Buy
+559
New +$250K 0.09% 49
2022
Q4
Sell
-5,422
Closed -$1.48M 89
2022
Q3
$1.48M Buy
+5,422
New +$1.48M 0.77% 43
2022
Q2
Sell
-5,559
Closed -$1.94M 91
2022
Q1
$1.94M Buy
5,559
+2,966
+114% +$1.03M 0.91% 28
2021
Q4
$1.4M Buy
2,593
+597
+30% +$323K 0.64% 54
2021
Q3
$1.26M Sell
1,996
-71
-3% -$44.9K 0.67% 50
2021
Q2
$1.1M Buy
2,067
+86
+4% +$45.6K 0.51% 63
2021
Q1
$1.1M Buy
+1,981
New +$1.1M 0.55% 65
2017
Q4
Sell
-9
Closed -$2K 288
2017
Q3
$2K Hold
9
﹤0.01% 438
2017
Q2
$1K Buy
+9
New +$1K ﹤0.01% 495