WealthPLAN Partners’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
443
+93
| +27% | +$125K | 0.1% | 159 |
|
|
2025
Q1 | $326K | Sell |
350
-202
| -37% | -$188K | 0.05% | 207 |
|
|
2024
Q4 | $492K | Sell |
552
-26
| -4% | -$23.2K | 0.07% | 172 |
|
|
2024
Q3 | $410K | Sell |
578
-365
| -39% | -$259K | 0.06% | 195 |
|
|
2024
Q2 | $636K | Buy |
943
+67
| +8% | +$45.2K | 0.07% | 181 |
|
|
2024
Q1 | $532K | Sell |
876
-21
| -2% | -$12.8K | 0.06% | 199 |
|
|
2023
Q4 | $437K | Hold |
897
| – | – | 0.04% | 231 |
|
|
2023
Q3 | $339K | Buy |
897
+247
| +38% | +$93.3K | 0.04% | 253 |
|
|
2023
Q2 | $286K | Sell |
650
-91
| -12% | -$40.1K | 0.04% | 247 |
|
|
2023
Q1 | $256K | Sell |
741
-2,410
| -76% | -$833K | 0.03% | 271 |
|
|
2022
Q4 | $1.13M | Buy |
+3,151
| New | +$1.13M | 0.08% | 167 |
|
|
2022
Q1 | $239K | Buy |
1,256
+616
| +96% | +$117K | 0.02% | 354 |
|
|
2021
Q4 | $273K | Buy |
640
+5
| +0.8% | +$2.13K | 0.02% | 328 |
|
|
2021
Q3 | $397K | Buy |
635
+28
| +5% | +$17.5K | 0.03% | 280 |
|
|
2021
Q2 | $311K | Buy |
607
+9
| +2% | +$4.61K | 0.02% | 280 |
|
|
2021
Q1 | $301K | Sell |
598
-19
| -3% | -$9.56K | 0.02% | 273 |
|
|
2020
Q4 | $341K | Buy |
617
+13
| +2% | +$7.19K | 0.03% | 254 |
|
|
2020
Q3 | $294K | Sell |
604
-24
| -4% | -$11.7K | 0.03% | 261 |
|
|
2020
Q2 | $302K | Sell |
628
-17
| -3% | -$8.18K | 0.03% | 236 |
|
|
2020
Q1 | $285K | Sell |
645
-116
| -15% | -$51.3K | 0.04% | 201 |
|
|
2019
Q4 | $290K | Buy |
761
+26
| +4% | +$9.91K | 0.03% | 206 |
|
|
2019
Q3 | $208K | Buy |
+735
| New | +$208K | 0.03% | 222 |
|
|
2018
Q4 | – | Sell |
-1,149
| Closed | -$307K | – | 267 |
|
|
2018
Q3 | $307K | Buy |
+1,149
| New | +$307K | 0.06% | 186 |
|
|
2017
Q2 | – | Sell |
-84
| Closed | -$12.1K | – | 335 |
|
|
2017
Q1 | $12.1K | Buy |
+84
| New | +$12.1K | 0.04% | 242 |
|
|
2016
Q3 | $120K | Sell |
1,176
-1,206
| -51% | -$123K | 0.04% | 211 |
|
|
2016
Q2 | $202K | Buy |
+2,382
| New | +$202K | 0.03% | 376 |
|
|
2015
Q4 | $219K | Buy |
+4,170
| New | +$219K | 0.04% | 254 |
|
|
2015
Q2 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 368 |
|