Moser Wealth Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-665
| Closed | -$49.4K | – | 167 |
|
|
2024
Q4 | $49.4K | Sell |
665
-100
| -13% | -$7.43K | 0.03% | 95 |
|
|
2024
Q3 | $57.1K | Sell |
765
-135
| -15% | -$10.1K | 0.03% | 94 |
|
|
2024
Q2 | $53.9K | Sell |
900
-349
| -28% | -$20.9K | 0.03% | 94 |
|
|
2024
Q1 | $81.4K | Hold |
1,249
| – | – | 0.05% | 89 |
|
|
2023
Q4 | $114K | Sell |
1,249
-135
| -10% | -$12.4K | 0.07% | 78 |
|
|
2023
Q3 | $97.7K | Sell |
1,384
-43
| -3% | -$3.04K | 0.07% | 74 |
|
|
2023
Q2 | $91.3K | Buy |
+1,427
| New | +$91.3K | 0.06% | 76 |
|
|
2022
Q4 | $58.1K | Sell |
1,427
-365
| -20% | -$14.9K | 0.04% | 85 |
|
|
2022
Q3 | $101K | Sell |
1,792
-20
| -1% | -$1.13K | 0.08% | 75 |
|
|
2022
Q2 | $149K | Buy |
1,812
+184
| +11% | +$15.1K | 0.11% | 72 |
|
|
2022
Q1 | $204K | Buy |
1,628
+230
| +16% | +$28.8K | 0.13% | 70 |
|
|
2021
Q4 | $319K | Buy |
1,398
+90
| +7% | +$20.5K | 0.19% | 66 |
|
|
2021
Q3 | $410K | Buy |
1,308
+254
| +24% | +$79.6K | 0.26% | 58 |
|
|
2021
Q2 | $484K | Buy |
1,054
+190
| +22% | +$87.2K | 0.31% | 54 |
|
|
2021
Q1 | $281K | Buy |
864
+75
| +10% | +$24.4K | 0.2% | 61 |
|
|
2020
Q4 | $262K | Hold |
789
| – | – | 0.19% | 60 |
|
|
2020
Q3 | $149K | Buy |
789
+139
| +21% | +$26.3K | 0.12% | 63 |
|
|
2020
Q2 | $76K | Buy |
650
+250
| +63% | +$29.2K | 0.07% | 69 |
|
|
2020
Q1 | $35K | Hold |
400
| – | – | 0.04% | 79 |
|
|
2019
Q4 | $54K | Buy |
+400
| New | +$54K | 0.05% | 83 |
|