Private Wealth Management Group’s Okta OKTA Stock Holding History

Private Wealth Management Group’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.53K	Hold
2025 Q2	$9.3K	Buy
2025 Q1	$8.73K	Buy
2024 Q4	$5.12K	Buy
2024 Q3	$2.68K	Sell
2024 Q2	$8.24K	Buy
2024 Q1	$6.28K	Hold
2023 Q4	$5.43K	Buy