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Roku shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Roku (ROKU) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Roku

Tip: Access up to 7 years of quarterly data

All positions including Roku held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roku by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $952k 10k 91.66
2023-09-30 $1.0M 15k 70.59
2023-06-30 $384 6 64.00
2023-03-31 $394 6 65.83
2022-12-31 $244 6 40.67
2022-09-30 $0 6 0.00
2022-06-30 $999 17 58.82
2022-03-31 $3.0k 26 115.38
2021-12-31 $19k 83 228.92
2021-09-30 $21k 67 313.43
2021-06-30 $27k 59 457.63
2021-03-31 $30k 91 329.67
2020-12-31 $70k 210 333.33