Axxcess Wealth Management’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$734K Sell
2025
Q1
$589K Sell
2024
Q4
$810K Sell
2024
Q3
$1.22M Buy
2024
Q2
$968K Buy
2024
Q1
$884K Buy
2023
Q4
$870K Sell
2023
Q3
$694K Sell
2023
Q2
$701K Buy
2023
Q1
$712K Buy
2022
Q4
$366K Sell
2022
Q3
$706K Buy
2022
Q2
$976K Buy
2022
Q1
$1.11M Sell
2021
Q4
$2.23M Buy