CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Sell |
34,143
-864
| -2% | -$24.2K | 0.35% | 63 |
|
|
2025
Q1 | $943K | Sell |
35,007
-1,229
| -3% | -$33.1K | 0.39% | 55 |
|
|
2024
Q4 | $1M | Sell |
36,236
-985
| -3% | -$27.2K | 0.37% | 62 |
|
|
2024
Q3 | $912K | Sell |
37,221
-278
| -0.7% | -$6.81K | 0.35% | 66 |
|
|
2024
Q2 | $814K | Hold |
37,499
| – | – | 0.32% | 72 |
|
|
2024
Q1 | $705K | Hold |
37,499
| – | – | 0.3% | 76 |
|
|
2023
Q4 | $633K | Hold |
37,499
| – | – | 0.26% | 77 |
|
|
2023
Q3 | $630K | Buy |
37,499
+298
| +0.8% | +$5K | 0.29% | 73 |
|
|
2023
Q2 | $646K | Buy |
37,201
+450
| +1% | +$7.81K | 0.28% | 77 |
|
|
2023
Q1 | $617K | Sell |
36,751
-158
| -0.4% | -$2.65K | 0.28% | 80 |
|
|
2022
Q4 | $689K | Buy |
36,909
+2,018
| +6% | +$37.7K | 0.3% | 82 |
|
|
2022
Q3 | $611K | Sell |
34,891
-450
| -1% | -$7.88K | 0.29% | 83 |
|
|
2022
Q2 | $600K | Buy |
35,341
+9,000
| +34% | +$153K | 0.28% | 82 |
|
|
2022
Q1 | $513K | Buy |
26,341
+150
| +0.6% | +$2.92K | 0.21% | 92 |
|
|
2021
Q4 | $458K | Buy |
26,191
+11,993
| +84% | +$210K | 0.19% | 96 |
|
|
2021
Q3 | $239K | Buy |
14,198
+3,900
| +38% | +$65.7K | 0.1% | 132 |
|
|
2021
Q2 | $182K | Buy |
+10,298
| New | +$182K | 0.08% | 133 |
|
|
2013
Q3 | – | Sell |
-16,215
| Closed | -$618K | – | 57 |
|
|
2013
Q2 | $618K | Buy |
+16,215
| New | +$618K | 0.99% | 30 |
|