Inspirion Wealth Advisors’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 | $224K | Buy |
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|
2025
Q2 | $301K | Hold |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $224K | Hold |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $235K | Buy |
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|
2023
Q1 | $205K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.27M | Hold |
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|
2019
Q1 | $852K | Hold |
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|
2018
Q4 | $657K | Hold |
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|
2018
Q3 | $725K | Hold |
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|
2018
Q2 | $519K | Buy |
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