SWM
Selective Wealth Management’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
402
+20
| +5% | +$25.8K | 0.19% | 57 |
|
|
2025
Q1 | $351K | Sell |
382
-45
| -11% | -$41.3K | 0.15% | 64 |
|
|
2024
Q4 | $354K | Buy |
427
+50
| +13% | +$41.4K | 0.14% | 68 |
|
|
2024
Q3 | $272K | Buy |
377
+1
| +0.3% | +$722 | 0.11% | 88 |
|
|
2024
Q2 | $258K | Sell |
376
-11
| -3% | -$7.54K | 0.11% | 90 |
|
|
2024
Q1 | $239K | Buy |
+387
| New | +$239K | 0.1% | 96 |
|
|
2022
Q4 | – | Sell |
-494
| Closed | -$116K | – | 509 |
|
|
2022
Q3 | $116K | Hold |
494
| – | – | 0.05% | 185 |
|
|
2022
Q2 | $86K | Hold |
494
| – | – | 0.03% | 244 |
|
|
2022
Q1 | $185K | Hold |
494
| – | – | 0.07% | 145 |
|
|
2021
Q4 | $298K | Hold |
494
| – | – | 0.12% | 87 |
|
|
2021
Q3 | $302K | Buy |
494
+25
| +5% | +$15.3K | 0.16% | 67 |
|
|
2021
Q2 | $248K | Buy |
469
+369
| +369% | +$195K | 0.2% | 57 |
|
|
2021
Q1 | $52K | Buy |
+100
| New | +$52K | 0.05% | 124 |
|
|
2020
Q3 | – | Sell |
-6
| Closed | -$3K | – | 386 |
|
|
2020
Q2 | $3K | Hold |
6
| – | – | ﹤0.01% | 353 |
|
|
2020
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 288 |
|
|
2019
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 294 |
|
|
2019
Q3 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 298 |
|