Washington Harbour Partners’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-35,760
Closed -$2.66M 34
2024
Q3
$2.66M Buy
35,760
+5,800
+19% +$431K 4.75% 8
2024
Q2
$2.8M Sell
29,960
-12,900
-30% -$1.21M 4.9% 10
2024
Q1
$4.48M Buy
42,860
+3,680
+9% +$385K 7.27% 2
2023
Q4
$3.55M Buy
39,180
+10,966
+39% +$993K 6.8% 4
2023
Q3
$2.3M Hold
28,214
5.35% 6
2023
Q2
$1.96M Buy
28,214
+13,000
+85% +$902K 3.9% 11
2023
Q1
$1.31M Sell
15,214
-6,089
-29% -$525K 2.5% 17
2022
Q4
$1.46M Sell
21,303
-15,593
-42% -$1.07M 2.45% 17
2022
Q3
$2.1M Buy
+36,896
New +$2.1M 2.06% 18