FWM
Focused Wealth Management’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
5,802
-51
| -0.9% | -$4.48K | 0.06% | 95 |
|
|
2025
Q1 | $412K | Sell |
5,853
-42
| -0.7% | -$2.96K | 0.06% | 100 |
|
|
2024
Q4 | $438K | Buy |
5,895
+30
| +0.5% | +$2.23K | 0.06% | 92 |
|
|
2024
Q3 | $438K | Sell |
5,865
-85
| -1% | -$6.35K | 0.06% | 105 |
|
|
2024
Q2 | $357K | Sell |
5,950
-64
| -1% | -$3.84K | 0.05% | 103 |
|
|
2024
Q1 | $392K | Sell |
6,014
-584
| -9% | -$38.1K | 0.06% | 94 |
|
|
2023
Q4 | $605K | Sell |
6,598
-10
| -0.2% | -$917 | 0.1% | 71 |
|
|
2023
Q3 | $466K | Buy |
6,608
+6
| +0.1% | +$424 | 0.08% | 79 |
|
|
2023
Q2 | $422K | Sell |
6,602
-267
| -4% | -$17.1K | 0.08% | 86 |
|
|
2023
Q1 | $452K | Buy |
6,869
+73
| +1% | +$4.81K | 0.09% | 80 |
|
|
2022
Q4 | $277K | Buy |
6,796
+734
| +12% | +$29.9K | 0.06% | 108 |
|
|
2022
Q3 | $342K | Buy |
6,062
+856
| +16% | +$48.3K | 0.07% | 92 |
|
|
2022
Q2 | $428K | Buy |
5,206
+184
| +4% | +$15.1K | 0.08% | 92 |
|
|
2022
Q1 | $629K | Buy |
5,022
+158
| +3% | +$19.8K | 0.1% | 81 |
|
|
2021
Q4 | $1.11M | Buy |
4,864
+104
| +2% | +$23.7K | 0.17% | 60 |
|
|
2021
Q3 | $1.49M | Sell |
4,760
-5
| -0.1% | -$1.57K | 0.24% | 43 |
|
|
2021
Q2 | $2.19M | Buy |
4,765
+35
| +0.7% | +$16.1K | 0.36% | 38 |
|
|
2021
Q1 | $1.54M | Buy |
4,730
+114
| +2% | +$37.1K | 0.27% | 42 |
|
|
2020
Q4 | $1.53M | Sell |
4,616
-90
| -2% | -$29.9K | 0.3% | 41 |
|
|
2020
Q3 | $888K | Sell |
4,706
-542
| -10% | -$102K | 0.19% | 58 |
|
|
2020
Q2 | $612K | Buy |
5,248
+3,598
| +218% | +$420K | 0.14% | 71 |
|
|
2020
Q1 | $144K | Buy |
1,650
+110
| +7% | +$9.6K | 0.04% | 150 |
|
|
2019
Q4 | $206K | Buy |
1,540
+1,510
| +5,033% | +$202K | 0.05% | 149 |
|
|
2019
Q3 | $3K | Buy |
30
+15
| +100% | +$1.5K | ﹤0.01% | 592 |
|
|
2019
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 674 |
|