Moneta Group Investment Advisors’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
$210K Buy
2022
Q4
Sell
2022
Q3
$662K Buy
2022
Q2
$878K Buy
2022
Q1
$703K Buy
2021
Q4
$1.03M Buy
2021
Q3
$1.03M Buy
2021
Q2
$1.37M Buy
2021
Q1
$746K Buy
2020
Q4
$469K Buy
2020
Q3
$202K Buy
2020
Q1
Sell
2019
Q4
$25K Buy