HNWA
Henrickson Nauta Wealth Advisors’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
4,097
+28
| +0.7% | +$2.29K | 0.12% | 59 |
|
|
2025
Q1 | $331K | Buy |
4,069
+15
| +0.4% | +$1.22K | 0.14% | 53 |
|
|
2024
Q4 | $407K | Hold |
4,054
| – | – | 0.17% | 50 |
|
|
2024
Q3 | $369K | Hold |
4,054
| – | – | 0.15% | 53 |
|
|
2024
Q2 | $331K | Hold |
4,054
| – | – | 0.14% | 56 |
|
|
2024
Q1 | $321K | Hold |
4,054
| – | – | 0.14% | 51 |
|
|
2023
Q4 | $285K | Hold |
4,054
| – | – | 0.14% | 62 |
|
|
2023
Q3 | $257K | Sell |
4,054
-811
| -17% | -$51.4K | 0.16% | 48 |
|
|
2023
Q2 | $300K | Hold |
4,865
| – | – | 0.2% | 43 |
|
|
2023
Q1 | $309K | Hold |
4,865
| – | – | 0.22% | 36 |
|
|
2022
Q4 | $320K | Hold |
4,865
| – | – | 0.25% | 33 |
|
|
2022
Q3 | $249K | Buy |
+4,865
| New | +$249K | 0.24% | 36 |
|