TFA
Tobias Financial Advisors’s Netflix NFLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $619K | Sell |
462
-101
| -18% | -$135K | 0.11% | 77 |
|
2025
Q1 | $525K | Buy |
563
+8
| +1% | +$7.46K | 0.1% | 71 |
|
2024
Q4 | $495K | Hold |
555
| – | – | 0.1% | 73 |
|
2024
Q3 | $394K | Sell |
555
-12
| -2% | -$8.51K | 0.08% | 73 |
|
2024
Q2 | $383K | Buy |
567
+62
| +12% | +$41.8K | 0.08% | 73 |
|
2024
Q1 | $307K | Hold |
505
| – | – | 0.07% | 79 |
|
2023
Q4 | $246K | Buy |
+505
| New | +$246K | 0.06% | 81 |
|
2023
Q3 | – | Sell |
-487
| Closed | -$215K | – | 96 |
|
2023
Q2 | $215K | Buy |
+487
| New | +$215K | 0.06% | 89 |
|
2022
Q2 | – | Sell |
-609
| Closed | -$228K | – | 88 |
|
2022
Q1 | $228K | Buy |
+609
| New | +$228K | 0.08% | 65 |
|
2021
Q4 | – | Sell |
-509
| Closed | -$311K | – | 101 |
|
2021
Q3 | $311K | Buy |
509
+10
| +2% | +$6.11K | 0.12% | 57 |
|
2021
Q2 | $264K | Buy |
499
+6
| +1% | +$3.17K | 0.1% | 58 |
|
2021
Q1 | $257K | Buy |
493
+1
| +0.2% | +$521 | 0.11% | 57 |
|
2020
Q4 | $266K | Sell |
492
-110
| -18% | -$59.5K | 0.12% | 54 |
|
2020
Q3 | $301K | Buy |
+602
| New | +$301K | 0.16% | 53 |
|
2020
Q1 | – | Sell |
-234
| Closed | -$75K | – | 196 |
|
2019
Q4 | $75K | Buy |
+234
| New | +$75K | 0.05% | 80 |
|