Blue Zone Wealth Advisors, LLC Okta, Inc. Transaction History

Blue Zone Wealth Advisors, LLC

$318 Million
Q4 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 18,400 shares of OKTA stock, worth $2.08 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

18,400

Previous 17,232 6.78%

Holding current value

$2.08 Million

Previous $1.28 Million 13.2%

% of portfolio

0.46%

Previous 0.43%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$71.81 - $86.11 $83,874 - $100,576	1,168 Added 6.78%	18,400 $1.45 Million
Q3 2024 Oct 07, 2024	BUY	$71.0 - $100.39 $58,930 - $83,323	830 Added 5.06%	17,232 $1.28 Million
Q2 2024 Jul 12, 2024	BUY	$86.52 - $103.49 $949,037 - $1.14 Million	10,969 Added 201.9%	16,402 $1.54 Million
Q1 2024 Apr 17, 2024	BUY	$81.18 - $111.49 $23,623 - $32,443	291 Added 5.66%	5,433 $568,000
Q4 2023 Jan 09, 2024	BUY	$65.76 - $91.72 $8,811 - $12,290	134 Added 2.68%	5,142 $465,000
Q3 2023 Oct 13, 2023	BUY	$68.53 - $90.08 $4,591 - $6,035	67 Added 1.36%	5,008 $408,000
Q2 2023 Jul 24, 2023	BUY	$68.53 - $90.9 $35,772 - $47,449	522 Added 11.81%	4,941 $342,000
Q1 2023 Apr 20, 2023	BUY	$64.9 - $86.24 $8,112 - $10,780	125 Added 2.91%	4,419 $381,000
Q4 2022 Jan 27, 2023	BUY	$45.24 - $70.91 $18,096 - $28,364	400 Added 10.27%	4,294 $0
Q3 2022 Oct 14, 2022	SELL	$52.84 - $107.22 $577,858 - $1.17 Million	-10,936 Reduced 73.74%	3,894 $221,000
Q2 2022 Jul 13, 2022	BUY	$78.77 - $160.42 $31,350 - $63,847	398 Added 2.76%	14,830 $1.34 Million
Q1 2022 Apr 08, 2022	BUY	$138.11 - $222.66 $185,619 - $299,255	1,344 Added 10.27%	14,432 $2.18 Million
Q4 2021 Jan 24, 2022	BUY	$198.08 - $268.28 $92,305 - $125,018	466 Added 3.69%	13,088 $2.93 Million
Q3 2021 Oct 26, 2021	BUY	$228.93 - $271.75 $154,756 - $183,703	676 Added 5.66%	12,622 $3 Million
Q2 2021 Aug 04, 2021	BUY	$210.72 - $285.35 $146,028 - $197,747	693 Added 6.16%	11,946 $2.92 Million
Q1 2021 May 04, 2021	BUY	$208.51 - $291.78 $497,296 - $695,895	2,385 Added 26.89%	11,253 $2.48 Million
Q4 2020 Jan 22, 2021	BUY	$203.86 - $285.6 $1.81 Million - $2.53 Million	8,868 New	8,868 $2.26 Million

Others Institutions Holding OKTA

# of Institutions

763

Shares Held

124M

Call Options Held

7.34M

Put Options Held

5.82M

View Full List

About Okta, Inc.

Ticker OKTA
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 151,854,000
Market Cap $17.1B
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

Portfolio Update

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

News

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.

Account

Blue Zone Wealth Advisors, LLC Okta, Inc. Transaction History