Carson Wealth (CWM LLC)’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
18,860
+5,551
| +42% | +$488K | 0.01% | 1017 |
|
|
2025
Q1 | $937K | Buy |
13,309
+7,074
| +113% | +$498K | ﹤0.01% | 1164 |
|
|
2024
Q4 | $463K | Buy |
6,235
+407
| +7% | +$30.2K | ﹤0.01% | 1409 |
|
|
2024
Q3 | $435K | Buy |
5,828
+18
| +0.3% | +$1.34K | ﹤0.01% | 1375 |
|
|
2024
Q2 | $348K | Sell |
5,810
-782
| -12% | -$46.8K | ﹤0.01% | 1320 |
|
|
2024
Q1 | $430K | Sell |
6,592
-334
| -5% | -$21.8K | ﹤0.01% | 1188 |
|
|
2023
Q4 | $635K | Sell |
6,926
-1,214
| -15% | -$111K | ﹤0.01% | 975 |
|
|
2023
Q3 | $575K | Buy |
8,140
+1,679
| +26% | +$119K | ﹤0.01% | 936 |
|
|
2023
Q2 | $413K | Sell |
6,461
-2,510
| -28% | -$160K | ﹤0.01% | 996 |
|
|
2023
Q1 | $590K | Buy |
8,971
+310
| +4% | +$20.4K | ﹤0.01% | 836 |
|
|
2022
Q4 | $353K | Sell |
8,661
-1,169
| -12% | -$47.6K | ﹤0.01% | 899 |
|
|
2022
Q3 | $554K | Sell |
9,830
-775
| -7% | -$43.7K | ﹤0.01% | 715 |
|
|
2022
Q2 | $871K | Sell |
10,605
-426
| -4% | -$35K | 0.01% | 593 |
|
|
2022
Q1 | $1.38M | Sell |
11,031
-701
| -6% | -$87.8K | 0.01% | 484 |
|
|
2021
Q4 | $2.68M | Buy |
+11,732
| New | +$2.68M | 0.02% | 377 |
|
|
2021
Q2 | $3.86M | Hold |
8,414
| – | – | 0.03% | 318 |
|
|
2021
Q1 | $3.86M | Hold |
8,414
| – | – | 0.03% | 318 |
|
|
2020
Q4 | $3.86M | Hold |
8,414
| – | – | 0.03% | 318 |
|
|
2020
Q3 | $3.86M | Hold |
8,414
| – | – | 0.03% | 318 |
|
|
2020
Q2 | $3.86M | Hold |
8,414
| – | – | 0.03% | 318 |
|
|
2020
Q1 | $3.86M | Hold |
8,414
| – | – | 0.03% | 318 |
|
|
2019
Q4 | $3.86M | Hold |
8,414
| – | – | 0.03% | 318 |
|
|
2019
Q3 | $3.86M | Hold |
8,414
| – | – | 0.03% | 318 |
|
|
2019
Q2 | $3.86M | Hold |
8,414
| – | – | 0.03% | 318 |
|
|
2019
Q1 | $3.86M | Buy |
+8,414
| New | +$3.86M | 0.03% | 318 |
|