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Western Pacific Wealth Management’s Okta OKTA Stock Holding History

Western Pacific Wealth Management’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$57.6K 0.01% 160
2024
Q3 		$70.1K Sell
943
-635
-40% -$55.5K 0.05% 148
2024
Q2 		$148K Hold
1,578
– – 0.11% 65
2024
Q1 		$165K Buy
1,578
+943
+149% +$87K 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 +$48.2K 0.03% 151
2022
Q1 		– Sell
-40
Closed -$8K – 235
2021
Q4 		$8K Buy
+40
New +$9.53K 0.01% 173

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