SWA
SOA Wealth Advisors’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
19,009
+2,326
| +14% | +$335K | 0.51% | 40 |
|
|
2025
Q1 | $1.59M | Buy |
16,683
+15,096
| +951% | +$1.44M | 0.33% | 53 |
|
|
2024
Q4 | $1.41M | Buy |
1,587
+72
| +5% | +$64.2K | 0.26% | 61 |
|
|
2024
Q3 | $1.07M | Buy |
1,515
+18
| +1% | +$12.8K | 0.2% | 71 |
|
|
2024
Q2 | $1.01M | Buy |
1,497
+123
| +9% | +$83K | 0.2% | 72 |
|
|
2024
Q1 | $834K | Sell |
1,374
-37
| -3% | -$22.5K | 0.17% | 76 |
|
|
2023
Q4 | $687K | Sell |
1,411
-45
| -3% | -$21.9K | 0.15% | 81 |
|
|
2023
Q3 | $550K | Buy |
1,456
+57
| +4% | +$21.5K | 0.14% | 84 |
|
|
2023
Q2 | $616K | Hold |
1,399
| – | – | 0.14% | 80 |
|
|
2023
Q1 | $483K | Hold |
1,399
| – | – | 0.12% | 97 |
|
|
2022
Q4 | $413K | Hold |
1,399
| – | – | 0.11% | 100 |
|
|
2022
Q3 | $329K | Sell |
1,399
-86
| -6% | -$20.2K | 0.1% | 106 |
|
|
2022
Q2 | $259K | Sell |
1,485
-707
| -32% | -$123K | 0.08% | 124 |
|
|
2022
Q1 | $821K | Sell |
2,192
-24
| -1% | -$8.99K | 0.2% | 75 |
|
|
2021
Q4 | $1.36M | Buy |
2,216
+98
| +5% | +$60K | 0.33% | 56 |
|
|
2021
Q3 | $1.29M | Sell |
2,118
-1
| -0% | -$610 | 0.33% | 59 |
|
|
2021
Q2 | $1.12M | Sell |
2,119
-86
| -4% | -$45.4K | 0.29% | 63 |
|
|
2021
Q1 | $1.15M | Sell |
2,205
-31
| -1% | -$16.2K | 0.32% | 61 |
|
|
2020
Q4 | $1.26M | Buy |
+2,236
| New | +$1.26M | 0.34% | 56 |
|