Carson Wealth (CWM LLC)’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
384,487
+7,716
| +2% | +$227K | 0.04% | 366 |
|
|
2025
Q1 | $10.7M | Sell |
376,771
-1,930
| -0.5% | -$55.1K | 0.04% | 333 |
|
|
2024
Q4 | $10.4M | Sell |
378,701
-25,294
| -6% | -$693K | 0.04% | 312 |
|
|
2024
Q3 | $8.92M | Buy |
403,995
+4,857
| +1% | +$107K | 0.04% | 328 |
|
|
2024
Q2 | $7.93M | Buy |
399,138
+806
| +0.2% | +$16K | 0.04% | 329 |
|
|
2024
Q1 | $7.31M | Sell |
398,332
-26,101
| -6% | -$479K | 0.04% | 345 |
|
|
2023
Q4 | $7.49M | Buy |
424,433
+32,310
| +8% | +$570K | 0.04% | 323 |
|
|
2023
Q3 | $6.5M | Buy |
392,123
+146,484
| +60% | +$2.43M | 0.04% | 313 |
|
|
2023
Q2 | $4.23M | Buy |
245,639
+4,929
| +2% | +$84.9K | 0.03% | 373 |
|
|
2023
Q1 | $4.22M | Buy |
240,710
+10,994
| +5% | +$193K | 0.03% | 354 |
|
|
2022
Q4 | $4.15M | Sell |
229,716
-647
| -0.3% | -$11.7K | 0.03% | 331 |
|
|
2022
Q3 | $3.83M | Buy |
230,363
+16,545
| +8% | +$275K | 0.03% | 324 |
|
|
2022
Q2 | $3.58M | Buy |
213,818
+7,494
| +4% | +$126K | 0.03% | 336 |
|
|
2022
Q1 | $3.9M | Buy |
206,324
+6,226
| +3% | +$118K | 0.03% | 327 |
|
|
2021
Q4 | $3.17M | Buy |
+200,098
| New | +$3.17M | 0.02% | 354 |
|
|
2021
Q2 | $589K | Hold |
32,321
| – | – | ﹤0.01% | 647 |
|
|
2021
Q1 | $589K | Hold |
32,321
| – | – | ﹤0.01% | 647 |
|
|
2020
Q4 | $589K | Hold |
32,321
| – | – | ﹤0.01% | 647 |
|
|
2020
Q3 | $589K | Hold |
32,321
| – | – | ﹤0.01% | 647 |
|
|
2020
Q2 | $589K | Hold |
32,321
| – | – | ﹤0.01% | 647 |
|
|
2020
Q1 | $589K | Hold |
32,321
| – | – | ﹤0.01% | 647 |
|
|
2019
Q4 | $589K | Hold |
32,321
| – | – | ﹤0.01% | 647 |
|
|
2019
Q3 | $589K | Hold |
32,321
| – | – | ﹤0.01% | 647 |
|
|
2019
Q2 | $589K | Hold |
32,321
| – | – | ﹤0.01% | 647 |
|
|
2019
Q1 | $589K | Buy |
32,321
+20,664
| +177% | +$377K | ﹤0.01% | 647 |
|
|
2018
Q4 | $179K | Buy |
11,657
+1,476
| +14% | +$22.7K | ﹤0.01% | 620 |
|
|
2018
Q3 | $181K | Buy |
10,181
+2,597
| +34% | +$46.2K | ﹤0.01% | 529 |
|
|
2018
Q2 | $134K | Sell |
7,584
-197
| -3% | -$3.48K | ﹤0.01% | 481 |
|
|
2018
Q1 | $117K | Sell |
7,781
-1,192
| -13% | -$17.9K | ﹤0.01% | 427 |
|
|
2017
Q4 | $162K | Sell |
8,973
-3,418
| -28% | -$61.7K | 0.01% | 368 |
|
|
2017
Q3 | $238K | Buy |
12,391
+4,339
| +54% | +$83.3K | 0.01% | 308 |
|
|
2017
Q2 | $154K | Buy |
8,052
+7,127
| +770% | +$136K | 0.01% | 333 |
|
|
2017
Q1 | $20K | Buy |
925
+18
| +2% | +$389 | ﹤0.01% | 600 |
|
|
2016
Q4 | $19K | Sell |
907
-1,408
| -61% | -$29.5K | ﹤0.01% | 591 |
|
|
2016
Q3 | $54K | Buy |
2,315
+139
| +6% | +$3.24K | ﹤0.01% | 410 |
|
|
2016
Q2 | $41K | Buy |
2,176
+593
| +37% | +$11.2K | ﹤0.01% | 390 |
|
|
2016
Q1 | $28K | Sell |
1,583
-38,566
| -96% | -$682K | ﹤0.01% | 405 |
|
|
2015
Q4 | $599K | Sell |
40,149
-1,070
| -3% | -$16K | 0.06% | 170 |
|
|
2015
Q3 | $1.14M | Sell |
41,219
-2,287
| -5% | -$63.3K | 0.11% | 135 |
|
|
2015
Q2 | $1.67M | Buy |
43,506
+22,828
| +110% | +$876K | 0.16% | 125 |
|
|
2015
Q1 | $870K | Sell |
20,678
-20,918
| -50% | -$880K | 0.09% | 136 |
|
|
2014
Q4 | $1.76M | Buy |
+41,596
| New | +$1.76M | 0.21% | 125 |
|
|
2014
Q2 | – | Sell |
-7,554
| Closed | -$245K | – | 183 |
|
|
2014
Q1 | $245K | Sell |
7,554
-17,529
| -70% | -$569K | 0.03% | 124 |
|
|
2013
Q4 | $903K | Buy |
25,083
+18,207
| +265% | +$655K | 0.14% | 101 |
|
|
2013
Q3 | $245K | Buy |
+6,876
| New | +$245K | 0.06% | 131 |
|