CWP
CFM Wealth Partners’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Hold |
19,002
| – | – | 0.09% | 92 |
|
|
2025
Q1 | $542K | Sell |
19,002
-3
| -0% | -$86 | 0.1% | 95 |
|
|
2024
Q4 | $521K | Sell |
19,005
-3,389
| -15% | -$92.9K | 0.09% | 95 |
|
|
2024
Q3 | $495K | Sell |
22,394
-733
| -3% | -$16.2K | 0.09% | 102 |
|
|
2024
Q2 | $460K | Sell |
23,127
-4,392
| -16% | -$87.3K | 0.08% | 101 |
|
|
2024
Q1 | $505K | Hold |
27,519
| – | – | 0.1% | 107 |
|
|
2023
Q4 | $485K | Buy |
27,519
+3,077
| +13% | +$54.3K | 0.11% | 113 |
|
|
2023
Q3 | $405K | Sell |
24,442
-430
| -2% | -$7.13K | 0.11% | 113 |
|
|
2023
Q2 | $428K | Sell |
24,872
-1,602
| -6% | -$27.6K | 0.1% | 123 |
|
|
2023
Q1 | $464K | Sell |
26,474
-389
| -1% | -$6.81K | 0.13% | 109 |
|
|
2022
Q4 | $486K | Hold |
26,863
| – | – | 0.15% | 108 |
|
|
2022
Q3 | $447K | Sell |
26,863
-971
| -3% | -$16.2K | 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% | -$39.3K | 0.1% | 115 |
|
|
2021
Q3 | $505K | Sell |
30,238
-1,904
| -6% | -$31.8K | 0.13% | 110 |
|
|
2021
Q2 | $586K | Sell |
32,142
-1,450
| -4% | -$26.4K | 0.16% | 92 |
|
|
2021
Q1 | $559K | Buy |
33,592
+1,706
| +5% | +$28.4K | 0.17% | 91 |
|
|
2020
Q4 | $436K | Sell |
31,886
-2,622
| -8% | -$35.9K | 0.14% | 97 |
|
|
2020
Q3 | $425K | Hold |
34,508
| – | – | 0.16% | 94 |
|
|
2020
Q2 | $523K | Sell |
34,508
-5,861
| -15% | -$88.8K | 0.2% | 81 |
|
|
2020
Q1 | $562K | Buy |
40,369
+3,984
| +11% | +$55.5K | 0.26% | 72 |
|
|
2019
Q4 | $778K | Buy |
+36,385
| New | +$778K | 0.29% | 70 |
|