AWM
Axxcess Wealth Management’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
8,355
-12
| -0.1% | -$1.06K | 0.02% | 502 |
|
|
2025
Q1 | $589K | Sell |
8,367
-2,531
| -23% | -$178K | 0.02% | 510 |
|
|
2024
Q4 | $810K | Sell |
10,898
-5,384
| -33% | -$400K | 0.02% | 442 |
|
|
2024
Q3 | $1.22M | Buy |
16,282
+123
| +0.8% | +$9.18K | 0.03% | 351 |
|
|
2024
Q2 | $968K | Buy |
16,159
+2,593
| +19% | +$155K | 0.03% | 381 |
|
|
2024
Q1 | $884K | Buy |
13,566
+4,074
| +43% | +$266K | 0.02% | 400 |
|
|
2023
Q4 | $870K | Sell |
9,492
-343
| -3% | -$31.4K | 0.03% | 386 |
|
|
2023
Q3 | $694K | Sell |
9,835
-1,132
| -10% | -$79.9K | 0.02% | 387 |
|
|
2023
Q2 | $701K | Buy |
10,967
+150
| +1% | +$9.59K | 0.05% | 281 |
|
|
2023
Q1 | $712K | Buy |
10,817
+1,816
| +20% | +$120K | 0.05% | 287 |
|
|
2022
Q4 | $366K | Sell |
9,001
-3,515
| -28% | -$143K | 0.03% | 414 |
|
|
2022
Q3 | $706K | Buy |
12,516
+631
| +5% | +$35.6K | 0.07% | 249 |
|
|
2022
Q2 | $976K | Buy |
11,885
+3,007
| +34% | +$247K | 0.09% | 189 |
|
|
2022
Q1 | $1.11M | Sell |
8,878
-895
| -9% | -$112K | 0.09% | 196 |
|
|
2021
Q4 | $2.23M | Buy |
+9,773
| New | +$2.23M | 0.16% | 110 |
|