SWM
Spire Wealth Management’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Sell |
16,047
-4,876
| -23% | -$6.51M | 0.77% | 25 |
|
|
2025
Q1 | $19.5M | Sell |
20,923
-1,193
| -5% | -$1.11M | 0.62% | 33 |
|
|
2024
Q4 | $19.7M | Buy |
22,116
+1,808
| +9% | +$1.61M | 0.61% | 33 |
|
|
2024
Q3 | $14.4M | Buy |
20,308
+9,211
| +83% | +$6.53M | 0.49% | 43 |
|
|
2024
Q2 | $7.49M | Sell |
11,097
-894
| -7% | -$603K | 0.26% | 85 |
|
|
2024
Q1 | $7.28M | Buy |
11,991
+1,486
| +14% | +$902K | 0.13% | 115 |
|
|
2023
Q4 | $5.07M | Buy |
10,505
+2,061
| +24% | +$995K | 0.17% | 139 |
|
|
2023
Q3 | $3.19M | Buy |
8,444
+113
| +1% | +$42.7K | 0.12% | 184 |
|
|
2023
Q2 | $3.67M | Buy |
8,331
+108
| +1% | +$47.6K | 0.14% | 147 |
|
|
2023
Q1 | $2.84M | Buy |
8,223
+3,145
| +62% | +$1.09M | 0.11% | 177 |
|
|
2022
Q4 | $1.5M | Sell |
5,078
-512
| -9% | -$151K | 0.08% | 190 |
|
|
2022
Q3 | $1.32M | Sell |
5,590
-4,347
| -44% | -$1.02M | 0.08% | 174 |
|
|
2022
Q2 | $1.74M | Sell |
9,937
-8,371
| -46% | -$1.46M | 0.07% | 224 |
|
|
2022
Q1 | $6.86M | Sell |
18,308
-4,723
| -21% | -$1.77M | 0.18% | 128 |
|
|
2021
Q4 | $13.9M | Buy |
23,031
+1,764
| +8% | +$1.06M | 0.31% | 92 |
|
|
2021
Q3 | $13.1M | Sell |
21,267
-75
| -0.4% | -$46.4K | 0.35% | 79 |
|
|
2021
Q2 | $11.2M | Sell |
21,342
-25,840
| -55% | -$13.6M | 0.3% | 94 |
|
|
2021
Q1 | $24.5M | Buy |
+47,182
| New | +$24.5M | 0.65% | 29 |
|