JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $2.98M | Sell |
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|
2023
Q1 | $4.53M | Buy |
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|
2022
Q4 | $2.16M | Sell |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $4.23M | Sell |
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|
2021
Q4 | $6.52M | Sell |
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|
2021
Q3 | $9.57M | Buy |
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|
2021
Q2 | $7.64M | Buy |
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|
2021
Q1 | $1.99M | Sell |
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|
2020
Q4 | $3.97M | Buy |
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|
2020
Q3 | $2.84M | Buy |
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|
2020
Q2 | $2.33M | Sell |
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|
2020
Q1 | $1.54M | Sell |
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|
2019
Q4 | $1.83M | Sell |
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|
2019
Q3 | $1.66M | Buy |
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|
2019
Q2 | $1.07M | Buy |
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|
2019
Q1 | $693K | Buy |
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|
2018
Q4 | $475K | Buy |
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|
2018
Q3 | $455K | Sell |
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|
2018
Q2 | $330K | Sell |
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|
2018
Q1 | $9.32M | Buy |
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