MWM
MGB Wealth Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
21,594
-2,341
| -10% | -$191K | 0.58% | 39 |
|
|
2025
Q1 | $2.37M | Sell |
23,935
-13,209
| -36% | -$1.31M | 0.86% | 25 |
|
|
2024
Q4 | $3.73M | Buy |
37,144
+344
| +0.9% | +$34.6K | 1.16% | 10 |
|
|
2024
Q3 | $3.35M | Sell |
36,800
-50
| -0.1% | -$4.55K | 1.21% | 11 |
|
|
2024
Q2 | $3.11M | Buy |
36,850
+350
| +1% | +$29.5K | 1.16% | 15 |
|
|
2024
Q1 | $2.93M | Buy |
36,500
+2,600
| +8% | +$208K | 1.19% | 16 |
|
|
2023
Q4 | $2.38M | Buy |
+33,900
| New | +$2.38M | 1.2% | 15 |
|