Centric Wealth Management’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
$2.29M Buy
85,237
+11,691
+16% +$314K 0.55% 65
2025
Q1
$2.1M Buy
73,546
+20,193
+38% +$576K 0.55% 67
2024
Q4
$1.46M Buy
+53,353
New +$1.46M 0.39% 72