SVWAG
Sound View Wealth Advisors Group’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
1,891
+88
| +5% | +$118K | 0.19% | 112 |
|
|
2025
Q1 | $1.68M | Buy |
1,803
+47
| +3% | +$43.8K | 0.14% | 132 |
|
|
2024
Q4 | $1.56M | Sell |
1,756
-37
| -2% | -$33K | 0.13% | 139 |
|
|
2024
Q3 | $1.27M | Buy |
1,793
+148
| +9% | +$105K | 0.1% | 162 |
|
|
2024
Q2 | $1.11M | Sell |
1,645
-11
| -0.7% | -$7.42K | 0.11% | 153 |
|
|
2024
Q1 | $1.01M | Sell |
1,656
-12
| -0.7% | -$7.29K | 0.11% | 162 |
|
|
2023
Q4 | $812K | Sell |
1,668
-76
| -4% | -$37K | 0.09% | 184 |
|
|
2023
Q3 | $659K | Buy |
1,744
+68
| +4% | +$25.7K | 0.08% | 188 |
|
|
2023
Q2 | $738K | Buy |
1,676
+58
| +4% | +$25.6K | 0.1% | 181 |
|
|
2023
Q1 | $559K | Sell |
1,618
-50
| -3% | -$17.3K | 0.08% | 203 |
|
|
2022
Q4 | $812K | Buy |
1,668
+385
| +30% | +$187K | 0.09% | 184 |
|
|
2022
Q3 | $302K | Sell |
1,283
-50
| -4% | -$11.8K | 0.07% | 210 |
|
|
2022
Q2 | $233K | Sell |
1,333
-248
| -16% | -$43.3K | 0.05% | 256 |
|
|
2022
Q1 | $592K | Sell |
1,581
-42
| -3% | -$15.7K | 0.11% | 157 |
|
|
2021
Q4 | $978K | Buy |
1,623
+25
| +2% | +$15.1K | 0.18% | 120 |
|
|
2021
Q3 | $975K | Buy |
1,598
+49
| +3% | +$29.9K | 0.2% | 116 |
|
|
2021
Q2 | $818K | Sell |
1,549
-57
| -4% | -$30.1K | 0.17% | 125 |
|
|
2021
Q1 | $838K | Buy |
1,606
+21
| +1% | +$11K | 0.2% | 111 |
|
|
2020
Q4 | $857K | Sell |
1,585
-6
| -0.4% | -$3.24K | 0.21% | 109 |
|
|
2020
Q3 | $796K | Buy |
1,591
+12
| +0.8% | +$6K | 0.21% | 111 |
|
|
2020
Q2 | $719K | Buy |
1,579
+31
| +2% | +$14.1K | 0.2% | 111 |
|
|
2020
Q1 | $581K | Sell |
1,548
-37
| -2% | -$13.9K | 0.2% | 107 |
|
|
2019
Q4 | $513K | Sell |
1,585
-46
| -3% | -$14.9K | 0.14% | 137 |
|
|
2019
Q3 | $436K | Sell |
1,631
-129
| -7% | -$34.5K | 0.13% | 152 |
|
|
2019
Q2 | $646K | Buy |
+1,760
| New | +$646K | 0.19% | 124 |
|