Roku shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Roku (ROKU) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Roku
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Quarterly reported holdings in Roku by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $471k | 5.0k | 94.62 |
| 2025-12-31 | $710k | 6.5k | 108.49 |
| 2025-09-30 | $750k | 7.5k | 100.13 |
| 2025-06-30 | $734k | 8.4k | 87.89 |
| 2025-03-31 | $589k | 8.4k | 70.44 |
| 2024-12-31 | $810k | 11k | 74.34 |
| 2024-09-30 | $1.2M | 16k | 74.66 |
| 2024-06-30 | $968k | 16k | 59.93 |
| 2024-03-31 | $884k | 14k | 65.17 |
| 2023-12-31 | $870k | 9.5k | 91.66 |
| 2023-09-30 | $694k | 9.8k | 70.59 |
| 2023-06-30 | $701k | 11k | 63.96 |
| 2023-03-31 | $712k | 11k | 65.82 |
| 2022-12-31 | $366k | 9.0k | 40.66 |
| 2022-09-30 | $706k | 13k | 56.41 |
| 2022-06-30 | $976k | 12k | 82.12 |
| 2022-03-31 | $1.1M | 8.9k | 125.25 |
| 2021-12-31 | $2.2M | 9.8k | 228.18 |