Wealth Enhancement Advisory Services’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
$2.31M Sell
2025
Q2
$2.73M Sell
2025
Q1
$4.09M Buy
2024
Q4
$956K Buy
2024
Q3
$591K Sell
2024
Q2
$754K Sell
2024
Q1
$966K Buy
2023
Q4
$666K Buy
2023
Q3
$240K Buy
2020
Q3
Sell
2020
Q2
$1.34M Buy