A detailed history of Palo Alto Wealth Advisors, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 8,035 shares of OKTA stock, worth $588,483. This represents 0.52% of its overall portfolio holdings.

Number of Shares
8,035
Previous 9,928 19.07%
Holding current value
$588,483
Previous $1.04 Billion 27.58%
% of portfolio
0.52%
Previous 0.73%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$86.52 - $103.49 $163,782 - $195,906
-1,893 Reduced 19.07%
8,035 $752 Million
Q1 2024

Apr 30, 2024

BUY
$81.18 - $111.49 $103,342 - $141,926
1,273 Added 14.71%
9,928 $1.04 Billion
Q4 2023

Feb 05, 2024

BUY
$65.76 - $91.72 $111,792 - $155,924
1,700 Added 24.44%
8,655 $784 Million
Q3 2023

Oct 30, 2023

SELL
$68.53 - $90.08 $42,145 - $55,399
-615 Reduced 8.12%
6,955 $567 Million
Q2 2023

Aug 07, 2023

SELL
$68.53 - $90.9 $21,929 - $29,088
-320 Reduced 4.06%
7,570 $525 Million
Q1 2023

Apr 18, 2023

SELL
$64.9 - $86.24 $19,470 - $25,872
-300 Reduced 3.66%
7,890 $680 Million
Q4 2022

Feb 07, 2023

BUY
$45.24 - $70.91 $370,515 - $580,752
8,190 New
8,190 $560 Million

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $11.1B
  • Description
  • Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform that offers a suite of products and services, such as Universal Directory, a cloud-based system of record to sto...
More about OKTA
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.