Bourgeon Capital Management’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.95M Buy
2024
Q1
Sell
2023
Q4
$4.53K Hold
2023
Q3
$4.08K Hold
2023
Q2
$3.47K Hold
2023
Q1
$4.31K Hold
2022
Q4
$3.42K Hold
2022
Q3
$3K Hold
2022
Q2
$5K Hold
2022
Q1
$8K Hold
2021
Q4
$11K Hold
2021
Q3
$12K Hold
2021
Q2
$12K Hold
2021
Q1
$11K Buy