Beacon Investment Advisory Services’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $411K | Sell |
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|
2025
Q2 | $361K | Sell |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.89M | Sell |
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|
2022
Q2 | $3.51M | Buy |
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|
2022
Q1 | $5.08M | Buy |
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|
2021
Q4 | $8.08M | Buy |
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|
2021
Q3 | $9.69M | Buy |
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|
2021
Q2 | $6.2M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $938K | Sell |
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|
2020
Q3 | $632K | Buy |
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|
2020
Q2 | $379K | Sell |
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|
2020
Q1 | $370K | Buy |
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