LWA
Ledgewood Wealth Advisors’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Hold |
5,440
| – | – | 0.3% | 42 |
|
|
2025
Q1 | $383K | Hold |
5,440
| – | – | 0.25% | 47 |
|
|
2024
Q4 | $404K | Hold |
5,440
| – | – | 0.26% | 47 |
|
|
2024
Q3 | $406K | Hold |
5,440
| – | – | 0.27% | 48 |
|
|
2024
Q2 | $326K | Hold |
5,440
| – | – | 0.28% | 45 |
|
|
2024
Q1 | $355K | Hold |
5,440
| – | – | 0.33% | 44 |
|
|
2023
Q4 | $499K | Buy |
+5,440
| New | +$499K | 0.46% | 30 |
|