J.P. Morgan Private Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.93M | Sell |
23,664
-19,371
| -45% | -$1.58M | 0.01% | 748 |
|
|
2023
Q2 | $2.98M | Sell |
43,035
-9,435
| -18% | -$654K | 0.02% | 454 |
|
|
2023
Q1 | $4.53M | Buy |
52,470
+20,824
| +66% | +$1.8M | 0.01% | 614 |
|
|
2022
Q4 | $2.16M | Sell |
31,646
-3,043
| -9% | -$208K | ﹤0.01% | 811 |
|
|
2022
Q3 | $1.97M | Buy |
34,689
+2,191
| +7% | +$125K | 0.01% | 843 |
|
|
2022
Q2 | $2.94M | Buy |
32,498
+4,477
| +16% | +$405K | 0.01% | 725 |
|
|
2022
Q1 | $4.23M | Sell |
28,021
-1,070
| -4% | -$162K | 0.01% | 670 |
|
|
2021
Q4 | $6.52M | Sell |
29,091
-11,248
| -28% | -$2.52M | 0.01% | 545 |
|
|
2021
Q3 | $9.57M | Buy |
40,339
+9,124
| +29% | +$2.17M | 0.02% | 432 |
|
|
2021
Q2 | $7.64M | Buy |
31,215
+22,175
| +245% | +$5.43M | 0.02% | 480 |
|
|
2021
Q1 | $1.99M | Sell |
9,040
-6,572
| -42% | -$1.45M | 0.01% | 766 |
|
|
2020
Q4 | $3.97M | Buy |
15,612
+2,336
| +18% | +$594K | 0.01% | 548 |
|
|
2020
Q3 | $2.84M | Buy |
13,276
+1,622
| +14% | +$347K | 0.01% | 556 |
|
|
2020
Q2 | $2.33M | Sell |
11,654
-955
| -8% | -$191K | 0.01% | 545 |
|
|
2020
Q1 | $1.54M | Sell |
12,609
-3,275
| -21% | -$401K | 0.01% | 594 |
|
|
2019
Q4 | $1.83M | Sell |
15,884
-969
| -6% | -$112K | 0.01% | 630 |
|
|
2019
Q3 | $1.66M | Buy |
16,853
+8,188
| +94% | +$806K | 0.01% | 621 |
|
|
2019
Q2 | $1.07M | Buy |
8,665
+292
| +3% | +$36.1K | 0.01% | 733 |
|
|
2019
Q1 | $693K | Buy |
8,373
+928
| +12% | +$76.8K | ﹤0.01% | 904 |
|
|
2018
Q4 | $475K | Buy |
7,445
+977
| +15% | +$62.3K | ﹤0.01% | 989 |
|
|
2018
Q3 | $455K | Sell |
6,468
-75
| -1% | -$5.28K | ﹤0.01% | 1103 |
|
|
2018
Q2 | $330K | Sell |
6,543
-227,409
| -97% | -$11.5M | ﹤0.01% | 1168 |
|
|
2018
Q1 | $9.32M | Buy |
+233,952
| New | +$9.32M | 0.06% | 243 |
|