RWB
RMR Wealth Builders’s Netflix NFLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.92M | Buy |
5,167
+5
| +0.1% | +$6.7K | 0.63% | 26 |
|
2025
Q1 | $4.81M | Buy |
5,162
+299
| +6% | +$279K | 0.51% | 29 |
|
2024
Q4 | $4.33M | Buy |
4,863
+221
| +5% | +$197K | 0.45% | 33 |
|
2024
Q3 | $3.29M | Sell |
4,642
-124
| -3% | -$88K | 0.35% | 39 |
|
2024
Q2 | $3.22M | Buy |
4,766
+292
| +7% | +$197K | 0.37% | 39 |
|
2024
Q1 | $2.72M | Buy |
4,474
+2,020
| +82% | +$1.23M | 0.33% | 41 |
|
2023
Q4 | $1.19M | Sell |
2,454
-197
| -7% | -$95.9K | 0.17% | 75 |
|
2023
Q3 | $1M | Buy |
2,651
+278
| +12% | +$105K | 0.16% | 73 |
|
2023
Q2 | $1.05M | Buy |
2,373
+1,040
| +78% | +$458K | 0.18% | 62 |
|
2023
Q1 | $460K | Buy |
1,333
+214
| +19% | +$73.9K | 0.09% | 114 |
|
2022
Q4 | $330K | Hold |
1,119
| – | – | 0.07% | 132 |
|
2022
Q3 | $263K | Buy |
+1,119
| New | +$263K | 0.06% | 154 |
|
2022
Q2 | – | Sell |
-1,171
| Closed | -$438K | – | 209 |
|
2022
Q1 | $438K | Buy |
1,171
+838
| +252% | +$313K | 0.09% | 127 |
|
2021
Q4 | $200K | Sell |
333
-1,101
| -77% | -$661K | 0.06% | 121 |
|
2021
Q3 | $875K | Buy |
1,434
+202
| +16% | +$123K | 0.26% | 59 |
|
2021
Q2 | $651K | Sell |
1,232
-167
| -12% | -$88.2K | 0.21% | 79 |
|
2021
Q1 | $730K | Buy |
1,399
+354
| +34% | +$185K | 0.19% | 75 |
|
2020
Q4 | $565K | Sell |
1,045
-913
| -47% | -$494K | 0.28% | 69 |
|
2020
Q3 | $979K | Buy |
1,958
+948
| +94% | +$474K | 0.25% | 64 |
|
2020
Q2 | $460K | Buy |
+1,010
| New | +$460K | 0.41% | 56 |
|
2019
Q4 | $327K | Buy |
+1,010
| New | +$327K | 0.32% | 66 |
|