MPS Loria Financial Planners’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$718K Hold
536
0.21% 32
2025
Q1
$500K Sell
536
-185
-26% -$173K 0.15% 43
2024
Q4
$643K Hold
721
0.19% 33
2024
Q3
$511K Hold
721
0.15% 40
2024
Q2
$487K Hold
721
0.16% 40
2024
Q1
$438K Sell
721
-143
-17% -$86.8K 0.15% 44
2023
Q4
$421K Sell
864
-95
-10% -$46.3K 0.15% 41
2023
Q3
$362K Hold
959
0.14% 44
2023
Q2
$422K Buy
959
+145
+18% +$63.9K 0.16% 44
2023
Q1
$281K Buy
814
+49
+6% +$16.9K 0.11% 61
2022
Q4
$226K Buy
+765
New +$226K 0.1% 65
2022
Q2
Sell
-750
Closed -$280K 79
2022
Q1
$280K Buy
750
+195
+35% +$72.8K 0.12% 64
2021
Q4
$334K Hold
555
0.14% 55
2021
Q3
$338K Buy
555
+113
+26% +$68.8K 0.15% 50
2021
Q2
$233K Buy
442
+10
+2% +$5.27K 0.11% 72
2021
Q1
$225K Buy
432
+395
+1,068% +$206K 0.1% 74
2020
Q4
$19K Buy
+37
New +$19K 0.01% 240