Cherry Tree Wealth Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$225K Hold
2025
Q1
$218K Sell
2024
Q4
$470K Sell
2024
Q3
$401K Hold
2024
Q2
$360K Sell
2024
Q1
$351K Sell
2023
Q4
$348K Sell
2023
Q3
$360K Hold
2023
Q2
$374K Buy