Atria Wealth Solutions’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 Q2	$1.55M	Sell	52,785 -102,117	-66%	-$2.8M	0.04%	492
2025 Q1	$4.42M	Sell	154,902 -29,877	-16%	-$827K	0.05%	373
2024 Q4	$5.06M	Buy	184,779 +18,078	+11%	+$471K	0.06%	348
2024 Q3	$3.68M	Sell	166,701 -23,298	-12%	-$491K	0.04%	429
2024 Q2	$3.78M	Sell	189,999 -3,896	-2%	-$74.3K	0.04%	410
2024 Q1	$3.56M	Buy	193,895 +12,163	+7%	+$212K	0.04%	442
2023 Q4	$3.21M	Buy	181,732 +13,943	+8%	+$238K	0.04%	445
2023 Q3	$2.78M	Sell	167,789 -10,701	-6%	-$184K	0.04%	461
2023 Q2	$3.07M	Sell	178,490 -3,922	-2%	-$66.6K	0.04%	436
2023 Q1	$3.19M	Sell	182,412 -998	-0.5%	-$17.8K	0.05%	393
2022 Q4	$3.32M	Buy	183,410 +6,528	+4%	+$117K	0.05%	355
2022 Q3	$2.94M	Buy	176,882 +8,461	+5%	+$150K	0.05%	352
2022 Q2	$2.82M	Buy	168,421 +50,823	+43%	+$952K	0.06%	357
2022 Q1	$2.22M	Buy	+117,598	New	+$2.07M	0.04%	457