Wealthspire Advisors (New York)’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.23M | Buy |
6,893
+132
| +2% | +$177K | 0.05% | 125 |
|
2025
Q1 | $6.3M | Sell |
6,761
-2,519
| -27% | -$2.35M | 0.04% | 146 |
|
2024
Q4 | $8.27M | Buy |
9,280
+394
| +4% | +$351K | 0.08% | 116 |
|
2024
Q3 | $6.3M | Buy |
8,886
+254
| +3% | +$180K | 0.06% | 131 |
|
2024
Q2 | $5.83M | Buy |
8,632
+2,736
| +46% | +$1.85M | 0.07% | 105 |
|
2024
Q1 | $3.58M | Buy |
5,896
+427
| +8% | +$259K | 0.05% | 134 |
|
2023
Q4 | $2.66M | Buy |
5,469
+247
| +5% | +$120K | 0.04% | 155 |
|
2023
Q3 | $1.97M | Sell |
5,222
-23
| -0.4% | -$8.69K | 0.03% | 174 |
|
2023
Q2 | $2.31M | Buy |
5,245
+409
| +8% | +$180K | 0.04% | 139 |
|
2023
Q1 | $1.67M | Sell |
4,836
-1,125
| -19% | -$389K | 0.03% | 173 |
|
2022
Q4 | $1.76M | Buy |
5,961
+2,847
| +91% | +$840K | 0.03% | 172 |
|
2022
Q3 | $733K | Buy |
3,114
+445
| +17% | +$105K | 0.02% | 277 |
|
2022
Q2 | $467K | Buy |
2,669
+322
| +14% | +$56.3K | 0.01% | 329 |
|
2022
Q1 | $879K | Sell |
2,347
-1,259
| -35% | -$472K | 0.02% | 202 |
|
2021
Q4 | $2.17M | Sell |
3,606
-64
| -2% | -$38.5K | 0.05% | 144 |
|
2021
Q3 | $2.24M | Buy |
3,670
+1,393
| +61% | +$850K | 0.05% | 154 |
|
2021
Q2 | $1.2M | Sell |
2,277
-8,214
| -78% | -$4.34M | 0.03% | 144 |
|
2021
Q1 | $5.47M | Buy |
10,491
+4,450
| +74% | +$2.32M | 0.13% | 84 |
|
2020
Q4 | $3.27M | Buy |
6,041
+2,521
| +72% | +$1.36M | 0.1% | 94 |
|
2020
Q3 | $1.76M | Buy |
3,520
+271
| +8% | +$136K | 0.1% | 92 |
|
2020
Q2 | $1.48M | Sell |
3,249
-3,693
| -53% | -$1.68M | 0.1% | 83 |
|
2020
Q1 | $2.61M | Buy |
6,942
+5,583
| +411% | +$2.1M | 0.11% | 106 |
|
2019
Q4 | $440K | Buy |
1,359
+305
| +29% | +$98.7K | 0.03% | 112 |
|
2019
Q3 | $282K | Buy |
+1,054
| New | +$282K | 0.02% | 124 |
|
2019
Q1 | – | Sell |
-275
| Closed | -$74K | – | 537 |
|
2018
Q4 | $74K | Buy |
+275
| New | +$74K | 0.01% | 140 |
|