Waverly Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
3,774
+37
| +1% | +$3.25K | ﹤0.01% | 931 |
|
|
2025
Q1 | $263K | Sell |
3,737
-28
| -0.7% | -$1.97K | ﹤0.01% | 969 |
|
|
2024
Q4 | $280K | Buy |
3,765
+285
| +8% | +$21.2K | ﹤0.01% | 841 |
|
|
2024
Q3 | $260K | Sell |
3,480
-379
| -10% | -$28.3K | ﹤0.01% | 720 |
|
|
2024
Q2 | $231K | Buy |
+3,859
| New | +$231K | ﹤0.01% | 727 |
|