Wellspring Financial Advisors’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $491K | Buy |
367
+15
| +4% | +$20.1K | 0.05% | 85 |
|
2025
Q1 | $328K | Buy |
352
+9
| +3% | +$8.39K | 0.04% | 89 |
|
2024
Q4 | $306K | Sell |
343
-7
| -2% | -$6.25K | 0.03% | 97 |
|
2024
Q3 | $248K | Sell |
350
-1
| -0.3% | -$709 | 0.03% | 132 |
|
2024
Q2 | $237K | Buy |
351
+6
| +2% | +$4.05K | 0.03% | 125 |
|
2024
Q1 | $210K | Buy |
+345
| New | +$210K | 0.03% | 125 |
|