Moser Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
25,443
-2,140
| -8% | -$214K | 1.22% | 20 |
|
|
2025
Q1 | $2.9M | Sell |
27,583
-2,140
| -7% | -$225K | 1.52% | 19 |
|
|
2024
Q4 | $2.34M | Hold |
29,723
| – | – | 1.22% | 21 |
|
|
2024
Q3 | $2.21M | Hold |
29,723
| – | – | 1.15% | 23 |
|
|
2024
Q2 | $2.78M | Hold |
29,723
| – | – | 1.51% | 16 |
|
|
2024
Q1 | $3.11M | Buy |
29,723
+29,672
| +58,180% | +$3.1M | 1.73% | 14 |
|
|
2023
Q4 | $4.62K | Buy |
+51
| New | +$4.62K | ﹤0.01% | 126 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 144 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 150 |
|