Plante Moran Financial Advisors’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $45.8K | Sell |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $501K | Sell |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $377K | Hold |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $539K | Sell |
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|
2023
Q3 | $608K | Hold |
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|
2023
Q2 | $648K | Hold |
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|
2023
Q1 | $818K | Buy |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $317K | Hold |
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|
2022
Q2 | $396K | Buy |
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