Okta Inc cl a shares owned by Palo Alto Wealth Advisors
Quarter-by-quarter ownership of Okta Inc cl a (OKTA) shares owned by Palo Alto Wealth Advisors
from 13F filings
Historical chart of Palo Alto Wealth Advisors investment in Okta Inc cl a
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Quarterly reported holdings in Okta Inc cl a by Palo Alto Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $450k | 6.1k | 74.04 |
| 2024-06-30 | $752k | 8.0k | 93.61 |
| 2024-03-31 | $1.0M | 9.9k | 104.62 |
| 2023-12-31 | $784k | 8.7k | 90.53 |
| 2023-09-30 | $567k | 7.0k | 81.51 |
| 2023-06-30 | $525k | 7.6k | 69.35 |
| 2023-03-31 | $680k | 7.9k | 86.24 |
| 2022-12-31 | $560k | 8.2k | 68.33 |