AWA
Acorn Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
17,540
-879
| -5% | -$25.8K | 0.19% | 117 |
|
|
2025
Q1 | $525K | Sell |
18,419
-365
| -2% | -$10.4K | 0.22% | 101 |
|
|
2024
Q4 | $515K | Sell |
18,784
-1,586
| -8% | -$43.5K | 0.21% | 98 |
|
|
2024
Q3 | $450K | Sell |
20,370
-2,365
| -10% | -$52.2K | 0.19% | 104 |
|
|
2024
Q2 | $452K | Sell |
22,735
-558
| -2% | -$11.1K | 0.22% | 89 |
|
|
2024
Q1 | $427K | Sell |
23,293
-822
| -3% | -$15.1K | 0.22% | 93 |
|
|
2023
Q4 | $425K | Sell |
24,115
-1,315
| -5% | -$23.2K | 0.25% | 88 |
|
|
2023
Q3 | $422K | Sell |
25,430
-684
| -3% | -$11.3K | 0.28% | 83 |
|
|
2023
Q2 | $450K | Buy |
26,114
+216
| +0.8% | +$3.72K | 0.31% | 82 |
|
|
2023
Q1 | $453K | Buy |
25,898
+35
| +0.1% | +$613 | 0.33% | 71 |
|
|
2022
Q4 | $468K | Buy |
25,863
+24
| +0.1% | +$434 | 0.36% | 67 |
|
|
2022
Q3 | $430K | Buy |
25,839
+1,078
| +4% | +$17.9K | 0.35% | 70 |
|
|
2022
Q2 | $415K | Buy |
24,761
+58
| +0.2% | +$972 | 0.33% | 80 |
|
|
2022
Q1 | $467K | Buy |
24,703
+135
| +0.5% | +$2.55K | 0.32% | 78 |
|
|
2021
Q4 | $390K | Sell |
24,568
-281
| -1% | -$4.46K | 0.25% | 99 |
|
|
2021
Q3 | $416K | Sell |
24,849
-450
| -2% | -$7.53K | 0.29% | 85 |
|
|
2021
Q2 | $461K | Sell |
25,299
-433
| -2% | -$7.89K | 0.32% | 76 |
|
|
2021
Q1 | $428K | Buy |
25,732
+2,866
| +13% | +$47.7K | 0.31% | 79 |
|
|
2020
Q4 | $313K | Buy |
22,866
+10,913
| +91% | +$149K | 0.25% | 101 |
|
|
2020
Q3 | $147K | Buy |
+11,953
| New | +$147K | 0.13% | 125 |
|
|
2018
Q3 | – | Sell |
-3,675
| Closed | -$64K | – | 297 |
|
|
2018
Q2 | $64K | Buy |
3,675
+120
| +3% | +$2.09K | 0.05% | 229 |
|
|
2018
Q1 | $57K | Sell |
3,555
-400
| -10% | -$6.41K | 0.05% | 247 |
|
|
2017
Q4 | $75K | Buy |
+3,955
| New | +$75K | 0.07% | 200 |
|