SWA
SFMG Wealth Advisors’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
2,683
+28
| +1% | +$37.5K | 0.27% | 49 |
|
|
2025
Q1 | $2.48M | Buy |
2,655
+732
| +38% | +$683K | 0.2% | 63 |
|
|
2024
Q4 | $1.71M | Sell |
1,923
-73
| -4% | -$65.1K | 0.14% | 76 |
|
|
2024
Q3 | $1.42M | Sell |
1,996
-81
| -4% | -$57.5K | 0.11% | 80 |
|
|
2024
Q2 | $1.4M | Buy |
2,077
+7
| +0.3% | +$4.73K | 0.12% | 78 |
|
|
2024
Q1 | $1.26M | Buy |
2,070
+2
| +0.1% | +$1.22K | 0.11% | 86 |
|
|
2023
Q4 | $1.01M | Sell |
2,068
-33
| -2% | -$16.1K | 0.09% | 90 |
|
|
2023
Q3 | $793K | Buy |
2,101
+180
| +9% | +$68K | 0.08% | 94 |
|
|
2023
Q2 | $846K | Sell |
1,921
-16
| -0.8% | -$7.05K | 0.09% | 94 |
|
|
2023
Q1 | $669K | Buy |
1,937
+68
| +4% | +$23.5K | 0.07% | 109 |
|
|
2022
Q4 | $551K | Sell |
1,869
-299
| -14% | -$88.2K | 0.06% | 127 |
|
|
2022
Q3 | $479K | Buy |
2,168
+190
| +10% | +$42K | 0.06% | 127 |
|
|
2022
Q2 | $346K | Buy |
1,978
+517
| +35% | +$90.4K | 0.04% | 166 |
|
|
2022
Q1 | $547K | Sell |
1,461
-101
| -6% | -$37.8K | 0.05% | 133 |
|
|
2021
Q4 | $941K | Sell |
1,562
-251
| -14% | -$151K | 0.09% | 100 |
|
|
2021
Q3 | $1.11M | Sell |
1,813
-1
| -0.1% | -$611 | 0.12% | 87 |
|
|
2021
Q2 | $958K | Buy |
1,814
+23
| +1% | +$12.1K | 0.11% | 93 |
|
|
2021
Q1 | $934K | Buy |
1,791
+30
| +2% | +$15.6K | 0.11% | 95 |
|
|
2020
Q4 | $952K | Buy |
1,761
+132
| +8% | +$71.4K | 0.12% | 85 |
|
|
2020
Q3 | $815K | Buy |
1,629
+303
| +23% | +$152K | 0.11% | 78 |
|
|
2020
Q2 | $603K | Buy |
1,326
+30
| +2% | +$13.6K | 0.09% | 84 |
|
|
2020
Q1 | $487K | Buy |
1,296
+1
| +0.1% | +$376 | 0.07% | 76 |
|
|
2019
Q4 | $419K | Sell |
1,295
-520
| -29% | -$168K | 0.05% | 114 |
|
|
2019
Q3 | $486K | Sell |
1,815
-100
| -5% | -$26.8K | 0.07% | 94 |
|
|
2019
Q2 | $643K | Sell |
1,915
-28
| -1% | -$9.4K | 0.09% | 69 |
|
|
2019
Q1 | $693K | Buy |
1,943
+132
| +7% | +$47.1K | 0.1% | 59 |
|
|
2018
Q4 | $459K | Buy |
1,811
+50
| +3% | +$12.7K | 0.07% | 79 |
|
|
2018
Q3 | $544K | Buy |
1,761
+163
| +10% | +$50.4K | 0.08% | 61 |
|
|
2018
Q2 | $626K | Sell |
1,598
-230
| -13% | -$90.1K | 0.1% | 62 |
|
|
2018
Q1 | $540K | Sell |
1,828
-51
| -3% | -$15.1K | 0.09% | 67 |
|
|
2017
Q4 | $361K | Hold |
1,879
| – | – | 0.06% | 100 |
|
|
2017
Q3 | $341K | Sell |
1,879
-365
| -16% | -$66.2K | 0.07% | 92 |
|
|
2017
Q2 | $335K | Buy |
2,244
+165
| +8% | +$24.6K | 0.07% | 86 |
|
|
2017
Q1 | $307K | Sell |
2,079
-50
| -2% | -$7.38K | 0.06% | 88 |
|
|
2016
Q4 | $264K | Sell |
2,129
-180
| -8% | -$22.3K | 0.06% | 98 |
|
|
2016
Q3 | $228K | Sell |
2,309
-39
| -2% | -$3.85K | 0.05% | 97 |
|
|
2016
Q2 | $215K | Buy |
+2,348
| New | +$215K | 0.05% | 98 |
|