AllSquare Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.2K | Hold |
500
| – | – | 0.01% | 353 |
|
|
2025
Q2 | $14.7K | Hold |
500
| – | – | 0.01% | 348 |
|
|
2025
Q1 | $14.3K | Hold |
500
| – | – | 0.01% | 346 |
|
|
2024
Q4 | $13.7K | Hold |
500
| – | – | 0.01% | 347 |
|
|
2024
Q3 | $11K | Hold |
500
| – | – | 0.01% | 371 |
|
|
2024
Q2 | $9.94K | Hold |
500
| – | – | 0.01% | 377 |
|
|
2024
Q1 | $9.17K | Hold |
500
| – | – | 0.01% | 381 |
|
|
2023
Q4 | $8.82K | Hold |
500
| – | – | 0.01% | 382 |
|
|
2023
Q3 | $8.29K | Sell |
500
-3
| -0.6% | -$52 | 0.01% | 385 |
|
|
2023
Q2 | $8.12K | Hold |
503
| – | – | 0.01% | 400 |
|
|
2023
Q1 | $8.81K | Hold |
503
| – | – | 0.01% | 388 |
|
|
2022
Q4 | $9.09K | Hold |
503
| – | – | 0.01% | 373 |
|
|
2022
Q3 | $8K | Hold |
503
| – | – | 0.01% | 379 |
|
|
2022
Q2 | $8K | Hold |
503
| – | – | 0.01% | 388 |
|
|
2022
Q1 | $10K | Buy |
503
+3
| +0.6% | +$53 | 0.01% | 380 |
|
|
2021
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 396 |
|
|
2021
Q3 | $8K | Buy |
500
+200
| +67% | +$3.4K | ﹤0.01% | 389 |
|
|
2021
Q2 | $5K | Buy |
+300
| New | +$5.35K | ﹤0.01% | 425 |
|
|
2020
Q4 | – | Sell |
-2,000
| Closed | -$25K | – | 474 |
|
|
2020
Q3 | $25K | Hold |
2,000
| – | – | 0.02% | 252 |
|
|
2020
Q2 | $30K | Hold |
2,000
| – | – | 0.02% | 232 |
|
|
2020
Q1 | $28K | Hold |
2,000
| – | – | 0.02% | 211 |
|
|
2019
Q4 | $42K | Hold |
2,000
| – | – | 0.03% | 199 |
|
|
2019
Q3 | $41K | Hold |
2,000
| – | – | 0.03% | 207 |
|
|
2019
Q2 | $42K | Hold |
2,000
| – | – | 0.03% | 208 |
|
|
2019
Q1 | $40K | Buy |
2,000
+500
| +33% | +$9.33K | 0.03% | 214 |
|
|
2018
Q4 | $23K | Hold |
1,500
| – | – | 0.02% | 241 |
|
|
2018
Q3 | $27K | Sell |
1,500
-600
| -29% | -$10.7K | 0.02% | 242 |
|
|
2018
Q2 | $37K | Buy |
+2,100
| New | +$34.4K | 0.03% | 204 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$11K | – | 300 |
|
|
2017
Q1 | $11K | Hold |
500
| – | – | 0.01% | 250 |
|
|
2016
Q4 | $10K | Buy |
+500
| New | +$10.6K | 0.01% | 230 |
|
|
2015
Q4 | – | Sell |
-3,400
| Closed | -$94K | – | 311 |
|
|
2015
Q3 | $94K | Sell |
3,400
-150
| -4% | -$4.97K | 0.1% | 80 |
|
|
2015
Q2 | $136K | Hold |
3,550
| – | – | 0.13% | 66 |
|
|
2015
Q1 | $149K | Buy |
3,550
+400
| +13% | +$16.6K | 0.14% | 64 |
|
|
2014
Q4 | $133K | Buy |
+3,150
| New | +$124K | 0.13% | 68 |
|
Other funds holding KMI
AllSquare Wealth Management's KMI Position: Q3 2025 in Review
AllSquare Wealth Management held its Kinder Morgan (KMI) position steady in Q3 2025 at 500 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #353.
AllSquare Wealth Management first reported a position in KMI in Q4 2014 and has held it in 34 quarters since. The position peaked at $149K in Q1 2015. 1,678 funds tracked by Wall St. Rank hold KMI as of Q3 2025.
- AllSquare Wealth Management held 500 shares of Kinder Morgan worth $14.2K as of Q3 2025.
- AllSquare Wealth Management left its Kinder Morgan share count unchanged in Q3 2025.
- Kinder Morgan made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #353 holding.
- AllSquare Wealth Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 34 quarters since.
- AllSquare Wealth Management's Kinder Morgan position peaked at $149K in Q1 2015.
- 1,678 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.