EP Wealth Advisors’s Roku ROKU Stock Holding History

EP Wealth Advisors’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$222K	Buy
2022 Q1	–	Sell
2021 Q4	$581K	Buy
2021 Q3	$735K	Buy
2021 Q2	$517K	Sell
2021 Q1	$724K	Buy