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 |  | 
