MWC
MBM Wealth Consultants’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
6,148
+265
| +5% | +$21.6K | 0.13% | 67 |
|
|
2025
Q1 | $584K | Buy |
5,883
+217
| +4% | +$21.5K | 0.17% | 59 |
|
|
2024
Q4 | $577K | Buy |
5,666
+193
| +4% | +$19.6K | 0.17% | 59 |
|
|
2024
Q3 | $499K | Sell |
5,473
-87
| -2% | -$7.93K | 0.16% | 62 |
|
|
2024
Q2 | $458K | Buy |
5,560
+13
| +0.2% | +$1.07K | 0.16% | 62 |
|
|
2024
Q1 | $445K | Sell |
5,547
-103
| -2% | -$8.26K | 0.16% | 64 |
|
|
2023
Q4 | $394K | Sell |
5,650
-553
| -9% | -$38.5K | 0.15% | 67 |
|
|
2023
Q3 | $429K | Sell |
6,203
-580
| -9% | -$40.1K | 0.19% | 60 |
|
|
2023
Q2 | $437K | Sell |
6,783
-1,030
| -13% | -$66.3K | 0.19% | 59 |
|
|
2023
Q1 | $519K | Hold |
7,813
| – | – | 0.21% | 55 |
|
|
2022
Q4 | $500K | Buy |
7,813
+527
| +7% | +$33.7K | 0.23% | 58 |
|
|
2022
Q3 | $390K | Sell |
7,286
-986
| -12% | -$52.8K | 0.19% | 59 |
|
|
2022
Q2 | $459K | Sell |
8,272
-583
| -7% | -$32.4K | 0.22% | 52 |
|
|
2022
Q1 | $625K | Sell |
8,855
-5,956
| -40% | -$420K | 0.26% | 52 |
|
|
2021
Q4 | $870K | Sell |
14,811
-8,828
| -37% | -$519K | 0.36% | 35 |
|
|
2021
Q3 | $1.37M | Buy |
23,639
+463
| +2% | +$26.9K | 0.63% | 29 |
|
|
2021
Q2 | $1.29M | Sell |
23,176
-1,516
| -6% | -$84.4K | 0.61% | 29 |
|
|
2021
Q1 | $1.25M | Buy |
24,692
+341
| +1% | +$17.3K | 0.64% | 31 |
|
|
2020
Q4 | $935K | Buy |
24,351
+96
| +0.4% | +$3.69K | 0.51% | 36 |
|
|
2020
Q3 | $630K | Buy |
24,255
+11,103
| +84% | +$288K | 0.4% | 34 |
|
|
2020
Q2 | $437K | Buy |
13,152
+13
| +0.1% | +$432 | 0.31% | 45 |
|
|
2020
Q1 | $287K | Sell |
13,139
-13
| -0.1% | -$284 | 0.24% | 70 |
|
|
2019
Q4 | $995K | Hold |
13,152
| – | – | 0.74% | 29 |
|
|
2019
Q3 | $969K | Hold |
13,152
| – | – | 0.76% | 28 |
|
|
2019
Q2 | $905K | Sell |
13,152
-1,461
| -10% | -$101K | 0.75% | 30 |
|
|
2019
Q1 | $1.02M | Sell |
14,613
-323
| -2% | -$22.6K | 0.9% | 27 |
|
|
2018
Q4 | $806K | Buy |
+14,936
| New | +$806K | 0.79% | 34 |
|