Beverly Hills Private Wealth’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 | $299K | Buy |
10,154
+1
| +0% | +$29 | 0.06% | 266 |
|
|
2025
Q1 | $290K | Buy |
10,153
+1,187
| +13% | +$33.9K | 0.06% | 276 |
|
|
2024
Q4 | $246K | Buy |
+8,966
| New | +$246K | 0.05% | 295 |
|
|
2024
Q1 | – | Sell |
-10,182
| Closed | -$180K | – | 369 |
|
|
2023
Q4 | $180K | Sell |
10,182
-173
| -2% | -$3.05K | 0.05% | 323 |
|
|
2023
Q3 | $172K | Hold |
10,355
| – | – | 0.05% | 282 |
|
|
2023
Q2 | $180K | Buy |
+10,355
| New | +$180K | 0.03% | 309 |
|