Whalen Wealth Management’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
928
-925
| -50% | -$1.24M | 0.78% | 28 |
|
|
2025
Q1 | $1.73M | Buy |
1,853
+529
| +40% | +$493K | 1.15% | 26 |
|
|
2024
Q4 | $1.18M | Sell |
1,324
-1,172
| -47% | -$1.04M | 0.82% | 23 |
|
|
2024
Q3 | $1.77M | Buy |
2,496
+806
| +48% | +$572K | 1.25% | 21 |
|
|
2024
Q2 | $1.14M | Buy |
1,690
+144
| +9% | +$97.2K | 0.9% | 24 |
|
|
2024
Q1 | $939K | Sell |
1,546
-587
| -28% | -$357K | 0.7% | 27 |
|
|
2023
Q4 | $1.04M | Buy |
+2,133
| New | +$1.04M | 0.94% | 22 |
|