Rooted Wealth Advisors’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
469
-56
| -11% | -$69.7K | 0.2% | 59 |
|
|
2025
Q1 | $449K | Sell |
525
-27
| -5% | -$23.1K | 0.19% | 62 |
|
|
2024
Q4 | $485K | Sell |
552
-13
| -2% | -$11.4K | 0.19% | 58 |
|
|
2024
Q3 | $397K | Buy |
565
+153
| +37% | +$108K | 0.18% | 62 |
|
|
2024
Q2 | $265K | Sell |
412
-5
| -1% | -$3.22K | 0.12% | 76 |
|
|
2024
Q1 | $256K | Buy |
+417
| New | +$256K | 0.13% | 70 |
|