SWM
Selective Wealth Management’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
36,327
-1,187
| -3% | -$118K | 1.32% | 14 |
|
|
2025
Q1 | $3.82M | Sell |
37,514
-466
| -1% | -$47.4K | 1.66% | 12 |
|
|
2024
Q4 | $3.15M | Sell |
37,980
-3,137
| -8% | -$261K | 1.28% | 15 |
|
|
2024
Q3 | $3.01M | Sell |
41,117
-2,954
| -7% | -$216K | 1.25% | 15 |
|
|
2024
Q2 | $4.17M | Sell |
44,071
-3,480
| -7% | -$329K | 1.84% | 12 |
|
|
2024
Q1 | $4.73M | Sell |
47,551
-2,015
| -4% | -$200K | 2.05% | 10 |
|
|
2023
Q4 | $4.13M | Sell |
49,566
-3,797
| -7% | -$317K | 2.08% | 12 |
|
|
2023
Q3 | $4.16M | Sell |
53,363
-4,977
| -9% | -$388K | 2.29% | 13 |
|
|
2023
Q2 | $4.07M | Buy |
+58,340
| New | +$4.07M | 2.03% | 15 |
|
|
2022
Q4 | $4.25M | Sell |
61,832
-12,164
| -16% | -$836K | 2.24% | 11 |
|
|
2022
Q3 | $4.21M | Buy |
73,996
+1,092
| +1% | +$62.1K | 1.8% | 15 |
|
|
2022
Q2 | $6.59M | Buy |
72,904
+72,804
| +72,804% | +$6.58M | 2.35% | 15 |
|
|
2022
Q1 | $15K | Hold |
100
| – | – | 0.01% | 484 |
|
|
2021
Q4 | $22K | Hold |
100
| – | – | 0.01% | 398 |
|
|
2021
Q3 | $24K | Hold |
100
| – | – | 0.01% | 346 |
|
|
2021
Q2 | $24K | Buy |
+100
| New | +$24K | 0.02% | 261 |
|