Night Owl Capital 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 | $31.7M | Sell |
23,664
-11,982
| -34% | -$16M | 3.66% | 12 |
|
|
2025
Q1 | $33.2M | Buy |
35,646
+1,178
| +3% | +$1.1M | 4.16% | 9 |
|
|
2024
Q4 | $30.7M | Buy |
34,468
+1,072
| +3% | +$955K | 3.97% | 9 |
|
|
2024
Q3 | $23.7M | Buy |
33,396
+983
| +3% | +$697K | 3.24% | 14 |
|
|
2024
Q2 | $21.9M | Sell |
32,413
-439
| -1% | -$296K | 3.27% | 15 |
|
|
2024
Q1 | $20M | Buy |
32,852
+2,096
| +7% | +$1.27M | 3.03% | 17 |
|
|
2023
Q4 | $11.6M | Hold |
30,756
| – | – | 2.91% | 14 |
|
|
2023
Q3 | $11.6M | Buy |
30,756
+831
| +3% | +$314K | 2.91% | 14 |
|
|
2023
Q2 | $13.2M | Sell |
29,925
-2,016
| -6% | -$888K | 3.41% | 12 |
|
|
2023
Q1 | $11M | Buy |
31,941
+15,298
| +92% | +$5.29M | 3.99% | 8 |
|
|
2022
Q4 | $4.91M | Buy |
+16,643
| New | +$4.91M | 2.28% | 11 |
|