Sax 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 | $3.68M | Buy |
2,748
+360
| +15% | +$482K | 0.22% | 69 |
|
|
2025
Q1 | $2.23M | Buy |
2,388
+106
| +5% | +$98.9K | 0.16% | 86 |
|
|
2024
Q4 | $2.03M | Buy |
2,282
+390
| +21% | +$348K | 0.16% | 76 |
|
|
2024
Q3 | $1.34M | Buy |
1,892
+210
| +12% | +$149K | 0.12% | 74 |
|
|
2024
Q2 | $1.14M | Buy |
1,682
+361
| +27% | +$244K | 0.11% | 83 |
|
|
2024
Q1 | $802K | Hold |
1,321
| – | – | 0.09% | 84 |
|
|
2023
Q4 | $643K | Buy |
1,321
+275
| +26% | +$134K | 0.1% | 101 |
|
|
2023
Q3 | $395K | Buy |
1,046
+127
| +14% | +$48K | 0.08% | 127 |
|
|
2023
Q2 | $405K | Hold |
919
| – | – | 0.08% | 128 |
|
|
2023
Q1 | $317K | Hold |
919
| – | – | 0.07% | 135 |
|
|
2022
Q4 | $271K | Sell |
919
-26
| -3% | -$7.67K | 0.06% | 141 |
|
|
2022
Q3 | $222K | Buy |
+945
| New | +$222K | 0.06% | 148 |
|
|
2022
Q2 | – | Sell |
-1,461
| Closed | -$547K | – | 172 |
|
|
2022
Q1 | $547K | Sell |
1,461
-687
| -32% | -$257K | 0.13% | 99 |
|
|
2021
Q4 | $1.29M | Buy |
2,148
+210
| +11% | +$127K | 0.27% | 57 |
|
|
2021
Q3 | $1.18M | Hold |
1,938
| – | – | 0.28% | 54 |
|
|
2021
Q2 | $1.02M | Sell |
1,938
-1,299
| -40% | -$686K | 0.35% | 54 |
|
|
2021
Q1 | $1.69M | Buy |
3,237
+588
| +22% | +$307K | 0.62% | 42 |
|
|
2020
Q4 | $1.43M | Buy |
+2,649
| New | +$1.43M | 0.66% | 43 |
|