SFS
Summit Financial Strategies’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
553
+3
| +0.5% | +$4.02K | 0.07% | 72 |
|
|
2025
Q1 | $513K | Hold |
550
| – | – | 0.05% | 82 |
|
|
2024
Q4 | $490K | Sell |
550
-3
| -0.5% | -$2.67K | 0.05% | 85 |
|
|
2024
Q3 | $392K | Buy |
+553
| New | +$392K | 0.04% | 98 |
|
|
2021
Q1 | – | Sell |
-370
| Closed | -$200K | – | 70 |
|
|
2020
Q4 | $200K | Buy |
+370
| New | +$200K | 0.07% | 82 |
|