AOWM
Alpha Omega Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
86,011
-2,280
| -3% | -$67K | 0.45% | 68 |
|
|
2025
Q1 | $2.52M | Sell |
88,291
-59,562
| -40% | -$1.7M | 0.48% | 70 |
|
|
2024
Q4 | $4.05M | Sell |
147,853
-1,021
| -0.7% | -$28K | 0.77% | 41 |
|
|
2024
Q3 | $3.29M | Sell |
148,874
-2,313
| -2% | -$51.1K | 0.6% | 55 |
|
|
2024
Q2 | $3M | Sell |
151,187
-1,134
| -0.7% | -$22.5K | 0.57% | 61 |
|
|
2024
Q1 | $2.79M | Sell |
152,321
-1,422
| -0.9% | -$26.1K | 0.52% | 65 |
|
|
2023
Q4 | $2.71M | Sell |
153,743
-418
| -0.3% | -$7.37K | 0.45% | 63 |
|
|
2023
Q3 | $2.56M | Buy |
154,161
+2,348
| +2% | +$38.9K | 0.44% | 60 |
|
|
2023
Q2 | $2.61M | Sell |
151,813
-2,010
| -1% | -$34.6K | 0.44% | 61 |
|
|
2023
Q1 | $2.69M | Sell |
153,823
-17,430
| -10% | -$305K | 0.47% | 61 |
|
|
2022
Q4 | $3.1M | Buy |
171,253
+997
| +0.6% | +$18K | 0.55% | 55 |
|
|
2022
Q3 | $2.83M | Buy |
170,256
+1,079
| +0.6% | +$18K | 0.54% | 59 |
|
|
2022
Q2 | $2.84M | Sell |
169,177
-2,658
| -2% | -$44.5K | 0.51% | 59 |
|
|
2022
Q1 | $3.25M | Sell |
171,835
-129
| -0.1% | -$2.44K | 0.51% | 56 |
|
|
2021
Q4 | $3.02M | Sell |
171,964
-104
| -0.1% | -$1.83K | 0.46% | 63 |
|
|
2021
Q3 | $2.88M | Buy |
172,068
+1,882
| +1% | +$31.5K | 0.47% | 64 |
|
|
2021
Q2 | $3.1M | Buy |
170,186
+3,925
| +2% | +$71.5K | 0.51% | 57 |
|
|
2021
Q1 | $2.77M | Buy |
166,261
+4,383
| +3% | +$73K | 0.48% | 65 |
|
|
2020
Q4 | $2.21M | Buy |
+161,878
| New | +$2.21M | 0.37% | 72 |
|
|
2019
Q4 | – | Sell |
-11,203
| Closed | -$224K | – | 219 |
|
|
2019
Q3 | $224K | Buy |
11,203
+10,435
| +1,359% | +$209K | 0.04% | 200 |
|
|
2019
Q2 | $16K | Hold |
768
| – | – | 0.01% | 392 |
|
|
2019
Q1 | $15K | Hold |
768
| – | – | 0.01% | 383 |
|
|
2018
Q4 | $12K | Hold |
768
| – | – | 0.01% | 349 |
|
|
2018
Q3 | $14K | Hold |
768
| – | – | 0.01% | 343 |
|
|
2018
Q2 | $14K | Buy |
+768
| New | +$14K | 0.01% | 350 |
|