Venturi Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $70.4K | Sell |
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|
2024
Q3 | $83K | Buy |
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|
2024
Q2 | $60.8K | Buy |
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|
2024
Q1 | $40.9K | Buy |
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|
2023
Q4 | $23.5K | Buy |
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|
2023
Q3 | $13.4K | Buy |
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|
2023
Q2 | $1.94K | Sell |
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|
2023
Q1 | $3.36K | Buy |
|