Bridgewealth Advisory Group’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 | $394K | Buy |
+13,418
| New | +$394K | 0.1% | 77 |
|
2025
Q1 | – | Sell |
-14,182
| Closed | -$377K | – | 78 |
|
2024
Q4 | $377K | Buy |
+14,182
| New | +$377K | 0.11% | 70 |
|
2024
Q2 | – | Sell |
-15,000
| Closed | -$275K | – | 78 |
|
2024
Q1 | $275K | Hold |
15,000
| – | – | 0.13% | 56 |
|
2023
Q4 | $265K | Sell |
15,000
-800
| -5% | -$14.1K | 0.2% | 60 |
|
2023
Q3 | $262K | Hold |
15,800
| – | – | 0.32% | 45 |
|
2023
Q2 | $272K | Hold |
15,800
| – | – | 0.44% | 39 |
|
2023
Q1 | $277K | Buy |
15,800
+800
| +5% | +$14K | 0.51% | 39 |
|
2022
Q4 | $271K | Buy |
+15,000
| New | +$271K | 0.53% | 38 |
|