Carson Wealth (CWM LLC)’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 | $2.67M | Sell |
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|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $215K | Sell |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $168K | Buy |
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|
2023
Q1 | $175K | Sell |
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|
2022
Q4 | $139K | Buy |
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|
2022
Q3 | $95K | Buy |
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|
2022
Q2 | $91K | Buy |
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|
2022
Q1 | $108K | Buy |
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|
2021
Q4 | $68K | Buy |
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|
2021
Q2 | $61K | Hold |
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|
2021
Q1 | $61K | Hold |
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|
2020
Q4 | $61K | Hold |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $61K | Hold |
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|
2020
Q1 | $61K | Hold |
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|
2019
Q4 | $61K | Hold |
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|
2019
Q3 | $61K | Hold |
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|
2019
Q2 | $61K | Hold |
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|
2019
Q1 | $61K | Buy |
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