Brandywine Oak 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 | $389K | Sell |
13,227
-12
| -0.1% | -$353 | 0.04% | 168 |
|
|
2025
Q1 | $378K | Sell |
13,239
-1,289
| -9% | -$36.8K | 0.04% | 169 |
|
|
2024
Q4 | $398K | Buy |
14,528
+112
| +0.8% | +$3.07K | 0.04% | 171 |
|
|
2024
Q3 | $318K | Buy |
14,416
+100
| +0.7% | +$2.21K | 0.03% | 189 |
|
|
2024
Q2 | $284K | Sell |
14,316
-941
| -6% | -$18.7K | 0.03% | 197 |
|
|
2024
Q1 | $280K | Sell |
15,257
-4,084
| -21% | -$74.9K | 0.03% | 201 |
|
|
2023
Q4 | $341K | Hold |
19,341
| – | – | 0.04% | 176 |
|
|
2023
Q3 | $321K | Sell |
19,341
-7,194
| -27% | -$119K | 0.04% | 179 |
|
|
2023
Q2 | $457K | Sell |
26,535
-997
| -4% | -$17.2K | 0.05% | 162 |
|
|
2023
Q1 | $482K | Sell |
27,532
-1,114
| -4% | -$19.5K | 0.06% | 162 |
|
|
2022
Q4 | $518K | Sell |
28,646
-3,804
| -12% | -$68.8K | 0.06% | 154 |
|
|
2022
Q3 | $539K | Sell |
32,450
-1,129
| -3% | -$18.8K | 0.07% | 148 |
|
|
2022
Q2 | $562K | Hold |
33,579
| – | – | 0.07% | 159 |
|
|
2022
Q1 | $634K | Sell |
33,579
-1,332
| -4% | -$25.1K | 0.07% | 171 |
|
|
2021
Q4 | $553K | Buy |
34,911
+738
| +2% | +$11.7K | 0.06% | 193 |
|
|
2021
Q3 | $571K | Sell |
34,173
-2,557
| -7% | -$42.7K | 0.07% | 179 |
|
|
2021
Q2 | $669K | Sell |
36,730
-1,321
| -3% | -$24.1K | 0.08% | 166 |
|
|
2021
Q1 | $633K | Buy |
38,051
+38
| +0.1% | +$632 | 0.09% | 133 |
|
|
2020
Q4 | $519K | Buy |
38,013
+26,299
| +225% | +$359K | 0.08% | 144 |
|
|
2020
Q3 | $144K | Sell |
11,714
-3,638
| -24% | -$44.7K | 0.02% | 267 |
|
|
2020
Q2 | $232K | Sell |
15,352
-8,636
| -36% | -$131K | 0.04% | 212 |
|
|
2020
Q1 | $333K | Buy |
23,988
+6,859
| +40% | +$95.2K | 0.07% | 145 |
|
|
2019
Q4 | $362K | Buy |
17,129
+4,215
| +33% | +$89.1K | 0.07% | 156 |
|
|
2019
Q3 | $266K | Hold |
12,914
| – | – | 0.05% | 185 |
|
|
2019
Q2 | $269K | Hold |
12,914
| – | – | 0.05% | 180 |
|
|
2019
Q1 | $258K | Sell |
12,914
-4
| -0% | -$80 | 0.05% | 185 |
|
|
2018
Q4 | $198K | Buy |
+12,918
| New | +$198K | 0.04% | 198 |
|