Beaird Harris Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37K | Hold |
421
| – | – | ﹤0.01% | 280 |
|
|
2025
Q1 | $29.7K | Buy |
+421
| New | +$29.7K | ﹤0.01% | 271 |
|
|
2024
Q3 | – | Sell |
-662
| Closed | -$39.7K | – | 695 |
|
|
2024
Q2 | $39.7K | Buy |
662
+642
| +3,210% | +$38.5K | ﹤0.01% | 241 |
|
|
2024
Q1 | $1.3K | Hold |
20
| – | – | ﹤0.01% | 520 |
|
|
2023
Q4 | $1.83K | Hold |
20
| – | – | ﹤0.01% | 469 |
|
|
2023
Q3 | $1.41K | Hold |
20
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $1.28K | Hold |
20
| – | – | ﹤0.01% | 386 |
|
|
2023
Q1 | $1.32K | Hold |
20
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $814 | Hold |
20
| – | – | ﹤0.01% | 647 |
|
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 454 |
|
|
2022
Q1 | – | Sell |
-130
| Closed | -$30K | – | 697 |
|
|
2021
Q4 | $30K | Buy |
+130
| New | +$30K | 0.01% | 283 |
|