Integrated Wealth Concepts’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 | $1.78M | Sell |
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|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $2.08M | Buy |
|
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|
2024
Q3 | $1.56M | Buy |
|
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|
2024
Q2 | $987K | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $424K | Buy |
|
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|
2023
Q3 | $293K | Buy |
|
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|
2023
Q2 | $265K | Sell |
|
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|
2023
Q1 | $282K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $212K | Buy |
|