True Wealth Design’s Olo Inc OLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$801 Buy
90
+19
+27% +$169 ﹤0.01% 1553
2025
Q1
$429 Buy
+71
New +$429 ﹤0.01% 1606
2024
Q4
Sell
-253
Closed -$1.26K 1475
2024
Q3
$1.26K Buy
+253
New +$1.26K ﹤0.01% 915