Palo Alto 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 | $611K | Buy |
+6,107
| New | +$611K | 0.23% | 30 |
|
|
2025
Q1 | – | Sell |
-5,480
| Closed | -$432K | – | 53 |
|
|
2024
Q4 | $432K | Sell |
5,480
-600
| -10% | -$47.3K | 0.15% | 34 |
|
|
2024
Q3 | $450K | Sell |
6,080
-1,955
| -24% | -$145K | 0.19% | 31 |
|
|
2024
Q2 | $752K | Sell |
8,035
-1,893
| -19% | -$177K | 0.52% | 19 |
|
|
2024
Q1 | $1.04M | Buy |
9,928
+1,273
| +15% | +$133K | 0.73% | 19 |
|
|
2023
Q4 | $784K | Buy |
8,655
+1,700
| +24% | +$154K | 0.59% | 21 |
|
|
2023
Q3 | $567K | Sell |
6,955
-615
| -8% | -$50.1K | 0.47% | 23 |
|
|
2023
Q2 | $525K | Sell |
7,570
-320
| -4% | -$22.2K | 0.42% | 27 |
|
|
2023
Q1 | $680K | Sell |
7,890
-300
| -4% | -$25.9K | 0.55% | 26 |
|
|
2022
Q4 | $560K | Buy |
+8,190
| New | +$560K | 0.48% | 27 |
|