A detailed history of Heritage Oak Wealth Advisors LLC transactions in Netflix Inc stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 374 shares of NFLX stock, worth $41,248. This represents 0.16% of its overall portfolio holdings.

Number of Shares
374
Previous 397 5.79%
Holding current value
$41,248
Previous $532 Million 15.66%
% of portfolio
0.16%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$1147.87 - $1297.18 $26,401 - $29,835
-23 Reduced 5.79%
374 $448 Million
Q2 2025

Jul 15, 2025

BUY
$855.86 - $1339.13 $82,162 - $128,556
96 Added 31.89%
397 $532 Million
Q1 2025

Apr 28, 2025

BUY
$828.4 - $1058.6 $249,348 - $318,638
301 New
301 $281 Million
Q3 2024

Oct 23, 2024

BUY
$598.55 - $722.26 $992,994 - $1.2 Million
1,659 New
1,659 $1.18 Billion

Others Institutions Holding NFLX

About NETFLIX INC


  • Ticker NFLX
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Entertainment
  • Shares Outstandng 445,020,000
  • Market Cap $49.1B
  • Description
  • Netflix, Inc. provides entertainment services. It offers TV series, documentaries, feature films, and mobile games across various genres and languages. The company provides members the ability to receive streaming content through a host of internet-connected devices, including TVs, digital video players, television set-top boxes, and mobile devi...
More about NFLX
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.