WFPG
Waller Financial Planning Group’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Sell |
597
-30
| -5% | -$40.2K | 0.19% | 42 |
|
|
2025
Q1 | $585K | Buy |
627
+12
| +2% | +$11.2K | 0.16% | 47 |
|
|
2024
Q4 | $548K | Hold |
615
| – | – | 0.14% | 46 |
|
|
2024
Q3 | $436K | Buy |
615
+8
| +1% | +$5.67K | 0.11% | 49 |
|
|
2024
Q2 | $410K | Hold |
607
| – | – | 0.11% | 49 |
|
|
2024
Q1 | $369K | Hold |
607
| – | – | 0.1% | 47 |
|
|
2023
Q4 | $296K | Buy |
+607
| New | +$296K | 0.08% | 51 |
|
|
2021
Q3 | – | Sell |
-382
| Closed | -$202K | – | 53 |
|
|
2021
Q2 | $202K | Buy |
+382
| New | +$202K | 0.05% | 50 |
|