Carson Wealth (CWM LLC)’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 | $8.41M | Buy |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $937K | Buy |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $635K | Sell |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $590K | Buy |
|
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $554K | Sell |
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|
2022
Q2 | $871K | Sell |
|
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $2.68M | Buy |
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|
2021
Q2 | $3.86M | Hold |
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|
2021
Q1 | $3.86M | Hold |
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|
2020
Q4 | $3.86M | Hold |
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|
2020
Q3 | $3.86M | Hold |
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|
2020
Q2 | $3.86M | Hold |
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|
2020
Q1 | $3.86M | Hold |
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|
2019
Q4 | $3.86M | Hold |
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|
2019
Q3 | $3.86M | Hold |
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|
2019
Q2 | $3.86M | Hold |
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|
2019
Q1 | $3.86M | Buy |
|