Laird Norton Wetherby Wealth Management’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 | $945K | Sell |
10,306
-759
| -7% | -$70.9K | 0.04% | 390 |
|
|
2025
Q2 | $1.11M | Buy |
+11,065
| New | +$1.18M | 0.05% | 333 |
|
|
2024
Q4 | $818K | Sell |
10,377
-401
| -4% | -$31.1K | 0.04% | 385 |
|
|
2024
Q3 | $801K | Sell |
10,778
-498
| -4% | -$43.5K | 0.04% | 413 |
|
|
2024
Q2 | $1.06M | Buy |
11,276
+5,121
| +83% | +$485K | 0.05% | 341 |
|
|
2024
Q1 | $644K | Buy |
6,155
+46
| +0.8% | +$4.24K | 0.03% | 479 |
|
|
2023
Q4 | $553K | Sell |
6,109
-384
| -6% | -$29.3K | 0.03% | 518 |
|
|
2023
Q3 | $529K | Sell |
6,493
-589
| -8% | -$44.7K | 0.03% | 507 |
|
|
2023
Q2 | $491K | Sell |
7,082
-342
| -5% | -$26K | 0.03% | 545 |
|
|
2023
Q1 | $640K | Buy |
7,424
+577
| +8% | +$43.9K | 0.04% | 450 |
|
|
2022
Q4 | $468K | Buy |
6,847
+1,587
| +30% | +$90.6K | 0.03% | 543 |
|
|
2022
Q3 | $299K | Buy |
5,260
+991
| +23% | +$85.3K | 0.02% | 659 |
|
|
2022
Q2 | $386K | Buy |
4,269
+416
| +11% | +$44.9K | 0.03% | 588 |
|
|
2022
Q1 | $582K | Buy |
3,853
+193
| +5% | +$34.6K | 0.03% | 472 |
|
|
2021
Q4 | $820K | Sell |
3,660
-34
| -0.9% | -$8.1K | 0.05% | 362 |
|
|
2021
Q3 | $877K | Sell |
3,694
-35
| -0.9% | -$8.69K | 0.05% | 333 |
|
|
2021
Q2 | $913K | Buy |
3,729
+131
| +4% | +$31.6K | 0.06% | 329 |
|
|
2021
Q1 | $793K | Sell |
3,598
-221
| -6% | -$55.5K | 0.06% | 314 |
|
|
2020
Q4 | $971K | Buy |
3,819
+2,324
| +155% | +$552K | 0.07% | 281 |
|
|
2020
Q3 | $320K | Buy |
1,495
+178
| +14% | +$37.1K | 0.03% | 506 |
|
|
2020
Q2 | $264K | Buy |
+1,317
| New | +$224K | 0.03% | 561 |
|
|
2019
Q1 | – | Sell |
-4,403
| Closed | -$281K | – | 676 |
|
|
2018
Q4 | $281K | Buy |
4,403
+59
| +1% | +$3.5K | 0.04% | 487 |
|
|
2018
Q3 | $306K | Buy |
+4,344
| New | +$259K | 0.04% | 497 |
|
Other funds holding OKTA
