AWM Capital’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
2,091
+1
| +0% | +$100 | 0.02% | 100 |
|
|
2025
Q1 | $220K | Buy |
+2,090
| New | +$220K | 0.03% | 102 |
|
|
2024
Q3 | – | Sell |
-3,018
| Closed | -$283K | – | 98 |
|
|
2024
Q2 | $283K | Hold |
3,018
| – | – | 0.04% | 74 |
|
|
2024
Q1 | $316K | Hold |
3,018
| – | – | 0.05% | 72 |
|
|
2023
Q4 | $273K | Sell |
3,018
-2
| -0.1% | -$181 | 0.05% | 72 |
|
|
2023
Q3 | $246K | Buy |
3,020
+20
| +0.7% | +$1.63K | 0.05% | 73 |
|
|
2023
Q2 | $208K | Sell |
3,000
-5
| -0.2% | -$347 | 0.05% | 67 |
|
|
2023
Q1 | $259K | Hold |
3,005
| – | – | 0.07% | 70 |
|
|
2022
Q4 | $205K | Buy |
+3,005
| New | +$205K | 0.07% | 64 |
|
|
2022
Q3 | – | Sell |
-3,007
| Closed | -$272K | – | 65 |
|
|
2022
Q2 | $272K | Hold |
3,007
| – | – | 0.13% | 49 |
|
|
2022
Q1 | $454K | Buy |
3,007
+2
| +0.1% | +$302 | 0.28% | 39 |
|
|
2021
Q4 | $674K | Sell |
3,005
-1,001
| -25% | -$225K | 0.51% | 28 |
|
|
2021
Q3 | $1.06M | Buy |
+4,006
| New | +$1.06M | 0.79% | 20 |
|