MPCL
My Personal CFO LLC’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
110,367
+4,205
| +4% | +$420K | 5.02% | 5 |
|
|
2025
Q1 | $11.2M | Sell |
106,162
-13,420
| -11% | -$1.41M | 5.63% | 5 |
|
|
2024
Q4 | $9.42M | Sell |
119,582
-33
| -0% | -$2.6K | 4.83% | 4 |
|
|
2024
Q3 | $8.89M | Sell |
119,615
-12
| -0% | -$892 | 4.88% | 4 |
|
|
2024
Q2 | $11.2M | Sell |
119,627
-11
| -0% | -$1.03K | 5.98% | 3 |
|
|
2024
Q1 | $12.5M | Sell |
119,638
-439
| -0.4% | -$45.9K | 7.21% | 2 |
|
|
2023
Q4 | $10.9M | Buy |
120,077
+14,753
| +14% | +$1.34M | 7.08% | 2 |
|
|
2023
Q3 | $8.58M | Sell |
105,324
-10
| -0% | -$815 | 6.93% | 3 |
|
|
2023
Q2 | $7.3M | Hold |
105,334
| – | – | 5.74% | 3 |
|
|
2023
Q1 | $9.08M | Buy |
105,334
+88,909
| +541% | +$7.67M | 7.75% | 3 |
|
|
2022
Q4 | $7.2M | Buy |
16,425
+60
| +0.4% | +$26.3K | 6.65% | 4 |
|
|
2022
Q3 | $930K | Sell |
16,365
-89,022
| -84% | -$5.06M | 1.41% | 21 |
|
|
2022
Q2 | $9.53M | Buy |
105,387
+3
| +0% | +$271 | 12.23% | 1 |
|
|
2022
Q1 | $15.9M | Sell |
105,384
-81
| -0.1% | -$12.2K | 16.46% | 1 |
|
|
2021
Q4 | $23.6M | Buy |
+105,465
| New | +$23.6M | 20.61% | 1 |
|