Cherry Tree 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 | $225K | Hold |
7,637
| – | – | 0.05% | 150 |
|
|
2025
Q1 | $218K | Sell |
7,637
-9,500
| -55% | -$271K | 0.05% | 152 |
|
|
2024
Q4 | $470K | Sell |
17,137
-1,000
| -6% | -$27.4K | 0.12% | 94 |
|
|
2024
Q3 | $401K | Hold |
18,137
| – | – | 0.1% | 109 |
|
|
2024
Q2 | $360K | Sell |
18,137
-1,000
| -5% | -$19.9K | 0.09% | 113 |
|
|
2024
Q1 | $351K | Sell |
19,137
-600
| -3% | -$11K | 0.09% | 115 |
|
|
2023
Q4 | $348K | Sell |
19,737
-2,000
| -9% | -$35.3K | 0.09% | 110 |
|
|
2023
Q3 | $360K | Hold |
21,737
| – | – | 0.11% | 100 |
|
|
2023
Q2 | $374K | Buy |
+21,737
| New | +$374K | 0.11% | 99 |
|