Baldwin Wealth Partners’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
12,082
+2,271
| +23% | +$66.8K | 0.02% | 168 |
|
|
2025
Q1 | $280K | Sell |
9,811
-300
| -3% | -$8.56K | 0.02% | 187 |
|
|
2024
Q4 | $277K | Buy |
10,111
+1,393
| +16% | +$38.2K | 0.02% | 193 |
|
|
2024
Q3 | $193K | Buy |
8,718
+4,404
| +102% | +$97.3K | 0.01% | 334 |
|
|
2024
Q2 | $85.7K | Buy |
4,314
+114
| +3% | +$2.27K | 0.01% | 279 |
|
|
2024
Q1 | $77K | Sell |
4,200
-3,438
| -45% | -$63.1K | 0.01% | 304 |
|
|
2023
Q4 | $135K | Sell |
7,638
-745
| -9% | -$13.1K | 0.01% | 245 |
|
|
2023
Q3 | $139K | Buy |
8,383
+4
| +0% | +$66 | 0.01% | 259 |
|
|
2023
Q2 | $144K | Sell |
8,379
-295
| -3% | -$5.08K | 0.01% | 274 |
|
|
2023
Q1 | $152K | Buy |
8,674
+4
| +0% | +$70 | 0.01% | 269 |
|
|
2022
Q4 | $157K | Buy |
+8,670
| New | +$157K | 0.01% | 261 |
|
|
2020
Q3 | – | Sell |
-580
| Closed | -$9K | – | 543 |
|
|
2020
Q2 | $9K | Hold |
580
| – | – | ﹤0.01% | 436 |
|
|
2020
Q1 | $8K | Hold |
580
| – | – | ﹤0.01% | 440 |
|
|
2019
Q4 | $12K | Hold |
580
| – | – | ﹤0.01% | 444 |
|
|
2019
Q3 | $12K | Hold |
580
| – | – | ﹤0.01% | 442 |
|
|
2019
Q2 | $12K | Hold |
580
| – | – | ﹤0.01% | 435 |
|
|
2019
Q1 | $12K | Hold |
580
| – | – | ﹤0.01% | 437 |
|
|
2018
Q4 | $9K | Hold |
580
| – | – | ﹤0.01% | 444 |
|
|
2018
Q3 | $10K | Hold |
580
| – | – | ﹤0.01% | 465 |
|
|
2018
Q2 | $10K | Hold |
580
| – | – | ﹤0.01% | 460 |
|
|
2018
Q1 | $9K | Buy |
+580
| New | +$9K | ﹤0.01% | 442 |
|
|
2016
Q2 | – | Sell |
-250
| Closed | -$4K | – | 469 |
|
|
2016
Q1 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 443 |
|
|
2015
Q4 | – | Sell |
-28,459
| Closed | -$788K | – | 240 |
|
|
2015
Q3 | $788K | Sell |
28,459
-210,664
| -88% | -$5.83M | 0.13% | 135 |
|
|
2015
Q2 | $9.18M | Buy |
239,123
+12,500
| +6% | +$480K | 1.36% | 26 |
|
|
2015
Q1 | $9.53M | Buy |
226,623
+18,042
| +9% | +$759K | 1.4% | 27 |
|
|
2014
Q4 | $8.83M | Buy |
+208,581
| New | +$8.83M | 1.28% | 27 |
|