Pathstone Family Office’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.24M | Buy |
534,290
+205
| +0% | +$1.24K | 0.02% | 367 |
|
|
2023
Q2 | $3.45M | Sell |
534,085
-65,000
| -11% | -$420K | 0.05% | 216 |
|
|
2023
Q1 | $4.89M | Sell |
599,085
-699,085
| -54% | -$5.7M | 0.08% | 153 |
|
|
2022
Q4 | $2.98M | Sell |
1,298,170
-313,504
| -19% | -$719K | 0.03% | 393 |
|
|
2022
Q3 | $12.7M | Buy |
1,611,674
+730,199
| +83% | +$5.77M | 0.12% | 117 |
|
|
2022
Q2 | $8.7M | Buy |
881,475
+142,853
| +19% | +$1.41M | 0.19% | 73 |
|
|
2022
Q1 | $9.79M | Buy |
738,622
+13,674
| +2% | +$181K | 0.23% | 54 |
|
|
2021
Q4 | $15.1M | Buy |
+724,948
| New | +$15.1M | 0.38% | 40 |
|