PWPS
Pinnacle Wealth Planning Services’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
2,399
-26
| -1% | -$34.8K | 0.42% | 34 |
|
|
2025
Q1 | $2.26M | Sell |
2,425
-12
| -0.5% | -$11.2K | 0.34% | 43 |
|
|
2024
Q4 | $2.17M | Sell |
2,437
-556
| -19% | -$496K | 0.33% | 42 |
|
|
2024
Q3 | $2.12M | Buy |
2,993
+20
| +0.7% | +$14.2K | 0.29% | 47 |
|
|
2024
Q2 | $2.01M | Sell |
2,973
-145
| -5% | -$97.9K | 0.29% | 51 |
|
|
2024
Q1 | $1.89M | Sell |
3,118
-12
| -0.4% | -$7.29K | 0.28% | 55 |
|
|
2023
Q4 | $1.52M | Sell |
3,130
-70
| -2% | -$34.1K | 0.24% | 63 |
|
|
2023
Q3 | $1.21M | Buy |
3,200
+32
| +1% | +$12.1K | 0.2% | 74 |
|
|
2023
Q2 | $1.4M | Sell |
3,168
-74
| -2% | -$32.6K | 0.23% | 66 |
|
|
2023
Q1 | $1.12M | Buy |
3,242
+40
| +1% | +$13.8K | 0.19% | 85 |
|
|
2022
Q4 | $944K | Buy |
3,202
+159
| +5% | +$46.9K | 0.17% | 86 |
|
|
2022
Q3 | $717K | Buy |
3,043
+724
| +31% | +$171K | 0.13% | 100 |
|
|
2022
Q2 | $406K | Buy |
2,319
+302
| +15% | +$52.9K | 0.07% | 186 |
|
|
2022
Q1 | $756K | Sell |
2,017
-299
| -13% | -$112K | 0.14% | 117 |
|
|
2021
Q4 | $1.4M | Buy |
2,316
+409
| +21% | +$246K | 0.27% | 65 |
|
|
2021
Q3 | $1.16M | Buy |
1,907
+365
| +24% | +$223K | 0.26% | 68 |
|
|
2021
Q2 | $815K | Sell |
1,542
-25
| -2% | -$13.2K | 0.19% | 81 |
|
|
2021
Q1 | $818K | Buy |
1,567
+306
| +24% | +$160K | 0.21% | 79 |
|
|
2020
Q4 | $682K | Sell |
1,261
-6
| -0.5% | -$3.25K | 0.16% | 86 |
|
|
2020
Q3 | $634K | Sell |
1,267
-24
| -2% | -$12K | 0.21% | 84 |
|
|
2020
Q2 | $587K | Sell |
1,291
-129
| -9% | -$58.7K | 0.19% | 92 |
|
|
2020
Q1 | $532K | Buy |
1,420
+452
| +47% | +$169K | 0.25% | 78 |
|
|
2019
Q4 | $313K | Buy |
+968
| New | +$313K | 0.15% | 143 |
|