Schulz Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
2,284
| – | – | 0.17% | 62 |
|
|
2025
Q1 | $240K | Buy |
+2,284
| New | +$240K | 0.18% | 57 |
|
|
2024
Q3 | – | Sell |
-2,284
| Closed | -$214K | – | 59 |
|
|
2024
Q2 | $214K | Hold |
2,284
| – | – | 0.18% | 54 |
|
|
2024
Q1 | $239K | Hold |
2,284
| – | – | 0.2% | 50 |
|
|
2023
Q4 | $207K | Buy |
+2,284
| New | +$207K | 0.2% | 53 |
|