Accel Wealth Management’s Kinder Morgan KMI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.79M Sell
94,868
-406
-0.4% -$11.9K 0.93% 23
2025
Q1
$2.72M Sell
95,274
-1,554
-2% -$44.3K 0.98% 22
2024
Q4
$2.65M Sell
96,828
-1,327
-1% -$36.4K 1.01% 20
2024
Q3
$2.17M Sell
98,155
-1,404
-1% -$31K 0.81% 33
2024
Q2
$1.98M Buy
99,559
+1,679
+2% +$33.4K 0.79% 35
2024
Q1
$1.8M Sell
97,880
-1,400
-1% -$25.7K 0.76% 38
2023
Q4
$1.75M Sell
99,280
-211
-0.2% -$3.72K 0.88% 29
2023
Q3
$1.65M Buy
99,491
+1,763
+2% +$29.2K 0.92% 29
2023
Q2
$1.68M Buy
97,728
+4,515
+5% +$77.7K 0.93% 31
2023
Q1
$1.63M Sell
93,213
-1,056
-1% -$18.5K 0.67% 35
2022
Q4
$1.7M Buy
94,269
+3,210
+4% +$58K 0.82% 33
2022
Q3
$1.61M Buy
91,059
+571
+0.6% +$10.1K 0.86% 29
2022
Q2
$1.52M Buy
90,488
+2,442
+3% +$40.9K 0.87% 26
2022
Q1
$1.69M Sell
88,046
-721
-0.8% -$13.9K 0.87% 28
2021
Q4
$1.41M Buy
88,767
+10,505
+13% +$167K 0.69% 41
2021
Q3
$1.31M Buy
78,262
+1,344
+2% +$22.5K 0.85% 32
2021
Q2
$1.4M Buy
76,918
+32,166
+72% +$586K 0.93% 27
2021
Q1
$745K Buy
44,752
+4,999
+13% +$83.2K 0.6% 40
2020
Q4
$543K Buy
+39,753
New +$543K 0.51% 45