Fisher Asset Management’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,874
| Closed | -$363K | – | 987 |
|
|
2024
Q2 | $363K | Buy |
3,874
+221
| +6% | +$20.7K | ﹤0.01% | 844 |
|
|
2024
Q1 | $382K | Buy |
3,653
+384
| +12% | +$40.2K | ﹤0.01% | 823 |
|
|
2023
Q4 | $296K | Buy |
+3,269
| New | +$296K | ﹤0.01% | 868 |
|
|
2022
Q2 | – | Sell |
-1,515
| Closed | -$229K | – | 966 |
|
|
2022
Q1 | $229K | Buy |
1,515
+19
| +1% | +$2.87K | ﹤0.01% | 865 |
|
|
2021
Q4 | $335K | Sell |
1,496
-41
| -3% | -$9.18K | ﹤0.01% | 828 |
|
|
2021
Q3 | $365K | Buy |
1,537
+16
| +1% | +$3.8K | ﹤0.01% | 773 |
|
|
2021
Q2 | $372K | Buy |
1,521
+444
| +41% | +$109K | ﹤0.01% | 768 |
|
|
2021
Q1 | $237K | Sell |
1,077
-29
| -3% | -$6.38K | ﹤0.01% | 838 |
|
|
2020
Q4 | $281K | Sell |
1,106
-105
| -9% | -$26.7K | ﹤0.01% | 808 |
|
|
2020
Q3 | $259K | Sell |
1,211
-224
| -16% | -$47.9K | ﹤0.01% | 770 |
|
|
2020
Q2 | $287K | Buy |
+1,435
| New | +$287K | ﹤0.01% | 731 |
|
|
2019
Q2 | – | Sell |
-2,430
| Closed | -$201K | – | 858 |
|
|
2019
Q1 | $201K | Buy |
+2,430
| New | +$201K | ﹤0.01% | 765 |
|