CFM Wealth Partners’s Kinder Morgan KMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$575K	Sell	17,159 -733	-4%	-$22.9K	0.09%	96
2025 Q4	$492K	Sell	17,892 -393	-2%	-$10.6K	0.07%	102
2025 Q3	$518K	Sell	18,285 -717	-4%	-$19.6K	0.08%	100
2025 Q2	$559K	Hold	19,002	–	–	0.09%	92
2025 Q1	$542K	Sell	19,002 -3	-0%	-$83	0.1%	95
2024 Q4	$521K	Sell	19,005 -3,389	-15%	-$88.4K	0.09%	95
2024 Q3	$495K	Sell	22,394 -733	-3%	-$15.4K	0.09%	102
2024 Q2	$460K	Sell	23,127 -4,392	-16%	-$83.7K	0.08%	101
2024 Q1	$505K	Hold	27,519	–	–	0.1%	107
2023 Q4	$485K	Buy	27,519 +3,077	+13%	+$52.4K	0.11%	113
2023 Q3	$405K	Sell	24,442 -430	-2%	-$7.41K	0.11%	113
2023 Q2	$428K	Sell	24,872 -1,602	-6%	-$27.2K	0.1%	123
2023 Q1	$464K	Sell	26,474 -389	-1%	-$6.92K	0.13%	110
2022 Q4	$486K	Hold	26,863	–	–	0.15%	108
2022 Q3	$447K	Sell	26,863 -971	-3%	-$17.3K	0.14%	105
2022 Q2	$466K	Hold	27,834	–	–	0.14%	110
2022 Q1	$526K	Hold	27,834	–	–	0.13%	111
2021 Q4	$455K	Sell	27,834 -2,404	-8%	-$40K	0.1%	115
2021 Q3	$505K	Sell	30,238 -1,904	-6%	-$32.3K	0.13%	110
2021 Q2	$586K	Sell	32,142 -1,450	-4%	-$25.9K	0.16%	92
2021 Q1	$559K	Buy	33,592 +1,706	+5%	+$26.1K	0.17%	91
2020 Q4	$436K	Sell	31,886 -2,622	-8%	-$35.1K	0.14%	97
2020 Q3	$425K	Hold	34,508	–	–	0.16%	94
2020 Q2	$523K	Sell	34,508 -5,861	-15%	-$89.1K	0.2%	81
2020 Q1	$562K	Buy	40,369 +3,984	+11%	+$75.8K	0.26%	72
2019 Q4	$778K	Buy	+36,385	New	+$736K	0.29%	70