Beam Wealth Advisors’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 | $2.22M | Sell |
75,605
-2,057
| -3% | -$60.5K | 0.66% | 41 |
|
|
2025
Q1 | $2.22M | Sell |
77,662
-1,123
| -1% | -$32K | 0.75% | 36 |
|
|
2024
Q4 | $2.16M | Sell |
78,785
-3,457
| -4% | -$94.7K | 0.68% | 39 |
|
|
2024
Q3 | $1.82M | Sell |
82,242
-765
| -0.9% | -$16.9K | 0.55% | 40 |
|
|
2024
Q2 | $1.65M | Buy |
+83,007
| New | +$1.65M | 0.55% | 41 |
|
|
2021
Q4 | – | Sell |
-11,223
| Closed | -$188K | – | 116 |
|
|
2021
Q3 | $188K | Hold |
11,223
| – | – | 0.16% | 138 |
|
|
2021
Q2 | $205K | Hold |
11,223
| – | – | 0.18% | 132 |
|
|
2021
Q1 | $187K | Buy |
+11,223
| New | +$187K | 0.17% | 132 |
|