A detailed history of Bergan Kdv Wealth Management, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 16 shares of OKTA stock, worth $1,512. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16
Previous 25 36.0%
Holding current value
$1,512
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$68.53 - $90.9 $616 - $818
-9 Reduced 36.0%
16 $1,000
Q4 2022

Jan 31, 2023

BUY
$45.24 - $70.91 $723 - $1,134
16 Added 177.78%
25 $1,000
Q3 2022

Oct 24, 2022

SELL
$52.84 - $107.22 $1,215 - $2,466
-23 Reduced 71.88%
9 $1,000
Q2 2022

Jul 13, 2022

BUY
$78.77 - $160.42 $315 - $641
4 Added 14.29%
32 $3,000
Q3 2021

Nov 12, 2021

SELL
$228.93 - $271.75 $11,446 - $13,587
-50 Reduced 64.1%
28 $7,000
Q2 2020

Aug 13, 2020

SELL
$115.99 - $204.78 $1,507 - $2,662
-13 Reduced 14.29%
78 $16,000
Q4 2019

Feb 10, 2020

BUY
$98.56 - $130.32 $8,968 - $11,859
91 New
91 $10,000

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $14.4B
  • 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
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