Axxcess Wealth Management’s Kinder Morgan KMI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.2M Buy
74,934
+4,551
+6% +$134K 0.05% 268
2025
Q1
$2.01M Buy
70,383
+3,015
+4% +$86K 0.05% 265
2024
Q4
$1.85M Sell
67,368
-13,745
-17% -$377K 0.04% 290
2024
Q3
$1.79M Sell
81,113
-1,450
-2% -$32K 0.04% 289
2024
Q2
$1.64M Sell
82,563
-38,845
-32% -$772K 0.04% 288
2024
Q1
$2.23M Sell
121,408
-3,755
-3% -$68.9K 0.06% 232
2023
Q4
$2.21M Buy
125,163
+10,697
+9% +$189K 0.06% 231
2023
Q3
$1.9M Buy
114,466
+60,959
+114% +$1.01M 0.06% 215
2023
Q2
$921K Sell
53,507
-39,452
-42% -$679K 0.07% 247
2023
Q1
$1.63M Buy
92,959
+5,791
+7% +$101K 0.12% 162
2022
Q4
$1.58M Buy
87,168
+45,188
+108% +$817K 0.13% 154
2022
Q3
$699K Buy
41,980
+97
+0.2% +$1.62K 0.07% 250
2022
Q2
$702K Buy
41,883
+11,700
+39% +$196K 0.06% 239
2022
Q1
$571K Buy
30,183
+12,450
+70% +$236K 0.04% 324
2021
Q4
$281K Buy
+17,733
New +$281K 0.02% 488