Western Pacific Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$21K | – | 214 |
|
|
2025
Q1 | $21K | Hold |
200
| – | – | 0.02% | 148 |
|
|
2024
Q4 | $15.8K | Sell |
200
-743
| -79% | -$58.5K | 0.01% | 160 |
|
|
2024
Q3 | $70.1K | Sell |
943
-635
| -40% | -$47.2K | 0.05% | 148 |
|
|
2024
Q2 | $148K | Hold |
1,578
| – | – | 0.11% | 65 |
|
|
2024
Q1 | $165K | Buy |
1,578
+943
| +149% | +$98.7K | 0.12% | 66 |
|
|
2023
Q4 | $57.5K | Hold |
635
| – | – | 0.04% | 132 |
|
|
2023
Q3 | $51.8K | Hold |
635
| – | – | 0.04% | 131 |
|
|
2023
Q2 | $44K | Buy |
+635
| New | +$44K | 0.03% | 151 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$8K | – | 235 |
|
|
2021
Q4 | $8K | Buy |
+40
| New | +$8K | 0.01% | 173 |
|