IHT Wealth Management’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
33,864
+3,631
| +12% | +$319K | 0.08% | 238 |
|
|
2025
Q1 | $2.13M | Buy |
30,233
+713
| +2% | +$50.2K | 0.07% | 281 |
|
|
2024
Q4 | $2.19M | Sell |
29,520
-299
| -1% | -$22.2K | 0.07% | 253 |
|
|
2024
Q3 | $2.23M | Buy |
29,819
+26,361
| +762% | +$1.97M | 0.06% | 288 |
|
|
2024
Q2 | $207K | Sell |
3,458
-345
| -9% | -$20.7K | 0.01% | 946 |
|
|
2024
Q1 | $248K | Buy |
3,803
+90
| +2% | +$5.87K | 0.01% | 867 |
|
|
2023
Q4 | $340K | Sell |
3,713
-766
| -17% | -$70.2K | 0.02% | 721 |
|
|
2023
Q3 | $316K | Buy |
4,479
+285
| +7% | +$20.1K | 0.02% | 711 |
|
|
2023
Q2 | $268K | Buy |
4,194
+69
| +2% | +$4.41K | 0.01% | 767 |
|
|
2023
Q1 | $272K | Buy |
+4,125
| New | +$272K | 0.02% | 733 |
|
|
2022
Q4 | – | Sell |
-4,287
| Closed | -$242K | – | 931 |
|
|
2022
Q3 | $242K | Buy |
4,287
+65
| +2% | +$3.67K | 0.02% | 700 |
|
|
2022
Q2 | $347K | Buy |
4,222
+162
| +4% | +$13.3K | 0.03% | 482 |
|
|
2022
Q1 | $509K | Buy |
4,060
+157
| +4% | +$19.7K | 0.04% | 408 |
|
|
2021
Q4 | $891K | Buy |
3,903
+1,067
| +38% | +$244K | 0.07% | 290 |
|
|
2021
Q3 | $889K | Buy |
2,836
+106
| +4% | +$33.2K | 0.07% | 270 |
|
|
2021
Q2 | $1.25M | Buy |
2,730
+153
| +6% | +$70.3K | 0.08% | 273 |
|
|
2021
Q1 | $840K | Sell |
2,577
-1,350
| -34% | -$440K | 0.06% | 308 |
|
|
2020
Q4 | $1.3M | Sell |
3,927
-76
| -2% | -$25.2K | 0.11% | 199 |
|
|
2020
Q3 | $756K | Buy |
4,003
+2,186
| +120% | +$413K | 0.08% | 253 |
|
|
2020
Q2 | $212K | Buy |
+1,817
| New | +$212K | 0.03% | 507 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$9K | – | 1752 |
|
|
2017
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 1224 |
|