Prestige Wealth Management Group’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264 Hold
3
﹤0.01% 975
2025
Q1
$212 Hold
3
﹤0.01% 980
2024
Q4
$224 Hold
3
﹤0.01% 1014
2024
Q3
$224 Hold
3
﹤0.01% 1007
2024
Q2
$180 Hold
3
﹤0.01% 967
2024
Q1
$196 Hold
3
﹤0.01% 998
2023
Q4
$275 Hold
3
﹤0.01% 991
2023
Q3
$212 Sell
3
-60
-95% -$4.24K ﹤0.01% 1022
2023
Q2
$4.03K Buy
63
+20
+47% +$1.28K ﹤0.01% 638
2023
Q1
$2.83K Buy
43
+10
+30% +$658 ﹤0.01% 684
2022
Q4
$1.34K Buy
33
+25
+313% +$1.02K ﹤0.01% 910
2022
Q3
$0 Buy
8
+3
+60% ﹤0.01% 1049
2022
Q2
$0 Buy
5
+2
+67% ﹤0.01% 1056
2022
Q1
$0 Hold
3
﹤0.01% 1039
2021
Q4
$1K Hold
3
﹤0.01% 942
2021
Q3
$1K Hold
3
﹤0.01% 929
2021
Q2
$1K Hold
3
﹤0.01% 921
2021
Q1
$1K Buy
+3
New +$1K ﹤0.01% 908
2019
Q1
Sell
-65
Closed -$2K 995
2018
Q4
$2K Buy
+65
New +$2K ﹤0.01% 864