Baker Tilly Wealth Management’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,785
| Closed | -$175K | – | 375 |
|
|
2024
Q1 | $175K | Buy |
31,785
+119
| +0.4% | +$653 | 0.03% | 408 |
|
|
2023
Q4 | $181K | Buy |
31,666
+3,580
| +13% | +$20.5K | 0.03% | 455 |
|
|
2023
Q3 | $170K | Sell |
28,086
-6,902
| -20% | -$41.8K | 0.03% | 442 |
|
|
2023
Q2 | $226K | Sell |
34,988
-2,909
| -8% | -$18.8K | 0.02% | 506 |
|
|
2023
Q1 | $309K | Sell |
37,897
-2,639
| -7% | -$21.5K | 0.03% | 447 |
|
|
2022
Q4 | $253K | Buy |
+40,536
| New | +$253K | 0.03% | 467 |
|
|
2021
Q4 | – | Sell |
-7,140
| Closed | -$214K | – | 538 |
|
|
2021
Q3 | $214K | Buy |
7,140
+940
| +15% | +$28.2K | 0.03% | 478 |
|
|
2021
Q2 | $232K | Buy |
+6,200
| New | +$232K | 0.04% | 449 |
|