Moser Wealth Advisors, LLC
- SEC CIK
- 0001803081
- Latest filing
- Jul 31, 2025
OKTA holding history
Okta, Inc. in every 13F filed by Moser Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
OKTA overviewAll 13F holders of OKTAFull Q2 2025 holdings
- Shares (Q2 2025)
- 25,443
- Value
- $2.54M
- % of portfolio
- 1.2%
- Quarters held
- 8
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 25,443 | $2.54M | 1.2% | −2,140−7.8% | Reduced | Holders |
| Q1 2025 | 27,583 | $2.90M | 1.5% | −2,140−7.2% | Reduced | Holders |
| Q4 2024 | 29,723 | $2.34M | 1.2% | 00.0% | Unchanged | Holders |
| Q3 2024 | 29,723 | $2.21M | 1.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 29,723 | $2.78M | 1.5% | 00.0% | Unchanged | Holders |
| Q1 2024 | 29,723 | $3.11M | 1.7% | +29,672+58,180.4% | Added | Holders |
| Q4 2023 | 51 | $4.62K | <0.1% | +51 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −5−100.0% | Sold out | Holders |
| Q3 2022 | 5 | $0 | 0.0% | +5 | New | Holders |