OCPWS
One Charles Private Wealth Services’s Netflix NFLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $425K | Sell |
317
-13
| -4% | -$17.4K | 0.12% | 95 |
|
2025
Q1 | $308K | Buy |
330
+38
| +13% | +$35.4K | 0.1% | 108 |
|
2024
Q4 | $260K | Buy |
+292
| New | +$260K | 0.09% | 124 |
|
2021
Q4 | – | Sell |
-353
| Closed | -$215K | – | 128 |
|
2021
Q3 | $215K | Buy |
+353
| New | +$215K | 0.12% | 112 |
|