Atlas Private Wealth Advisors’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	–	Sell	-12,167	Closed	-$358K	–	171
2025 Q2	$358K	Buy	12,167 +228	+2%	+$6.26K	0.05%	142
2025 Q1	$341K	Buy	11,939 +185	+2%	+$5.12K	0.05%	134
2024 Q4	$322K	Buy	11,754 +2	+0%	+$52	0.05%	127
2024 Q3	$260K	Buy	11,752 +4	+0%	+$84	0.04%	138
2024 Q2	$233K	Buy	+11,748	New	+$224K	0.04%	141
2024 Q1	–	Sell	-18,538	Closed	-$327K	–	143
2023 Q4	$327K	Buy	18,538 +2,066	+13%	+$35.2K	0.06%	113
2023 Q3	$273K	Buy	+16,472	New	+$284K	0.05%	152
2021 Q4	–	Sell	-348	Closed	-$6K	–	451
2021 Q3	$6K	Hold	348	–	–	﹤0.01%	535
2021 Q2	$6K	Buy	348 +103	+42%	+$1.84K	﹤0.01%	549
2021 Q1	$4K	Hold	245	–	–	﹤0.01%	649
2020 Q4	$3K	Hold	245	–	–	﹤0.01%	594
2020 Q3	$3K	Hold	245	–	–	﹤0.01%	534
2020 Q2	$4K	Buy	+245	New	+$3.72K	﹤0.01%	533