Beaird Harris Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500 | Buy |
+5
| New | +$500 | ﹤0.01% | 604 |
|
|
2024
Q3 | – | Hold |
0
| – | -$9 | – | 670 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 711 |
|
|
2023
Q1 | – | Sell |
-44
| Closed | -$3.01K | – | 667 |
|
|
2022
Q4 | $3.01K | Buy |
+44
| New | +$3.01K | ﹤0.01% | 510 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 541 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 609 |
|