WIA
Westbourne Investment Advisors’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
7,953
-86
| -1% | -$115K | 3.23% | 10 |
|
|
2025
Q1 | $7.5M | Sell |
8,039
-206
| -2% | -$192K | 2.66% | 10 |
|
|
2024
Q4 | $7.35M | Sell |
8,245
-557
| -6% | -$496K | 2.51% | 12 |
|
|
2024
Q3 | $6.24M | Buy |
8,802
+24
| +0.3% | +$17K | 2.18% | 17 |
|
|
2024
Q2 | $5.92M | Sell |
8,778
-97
| -1% | -$65.5K | 2.15% | 14 |
|
|
2024
Q1 | $5.39M | Sell |
8,875
-281
| -3% | -$171K | 1.98% | 21 |
|
|
2023
Q4 | $4.46M | Sell |
9,156
-119
| -1% | -$57.9K | 1.79% | 23 |
|
|
2023
Q3 | $3.5M | Buy |
9,275
+886
| +11% | +$335K | 1.61% | 24 |
|
|
2023
Q2 | $3.7M | Sell |
8,389
-272
| -3% | -$120K | 1.65% | 25 |
|
|
2023
Q1 | $2.99M | Sell |
8,661
-1,102
| -11% | -$381K | 1.45% | 24 |
|
|
2022
Q4 | $2.88M | Buy |
9,763
+896
| +10% | +$264K | 1.45% | 23 |
|
|
2022
Q3 | $2.09M | Sell |
8,867
-76
| -0.8% | -$17.9K | 1.11% | 27 |
|
|
2022
Q2 | $1.56M | Buy |
+8,943
| New | +$1.56M | 0.97% | 31 |
|