Polen Capital Management’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 | – | Sell |
-694,005
| Closed | -$4.48M | – | 105 |
|
|
2023
Q2 | $4.48M | Sell |
694,005
-33,761
| -5% | -$218K | 0.01% | 71 |
|
|
2023
Q1 | $5.94M | Sell |
727,766
-3,813
| -0.5% | -$31.1K | 0.02% | 63 |
|
|
2022
Q4 | $4.57M | Sell |
731,579
-111,200
| -13% | -$695K | 0.01% | 65 |
|
|
2022
Q3 | $6.66M | Buy |
842,779
+71,016
| +9% | +$561K | 0.02% | 55 |
|
|
2022
Q2 | $7.62M | Buy |
771,763
+27,091
| +4% | +$267K | 0.02% | 52 |
|
|
2022
Q1 | $9.87M | Buy |
744,672
+40,172
| +6% | +$532K | 0.02% | 57 |
|
|
2021
Q4 | $14.7M | Buy |
704,500
+211,001
| +43% | +$4.39M | 0.02% | 56 |
|
|
2021
Q3 | $14.8M | Buy |
+493,499
| New | +$14.8M | 0.03% | 46 |
|