Compass 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 | $2.03M | Sell |
68,902
-5,183
| -7% | -$152K | 0.48% | 65 |
|
|
2025
Q1 | $2.11M | Sell |
74,085
-33,668
| -31% | -$961K | 0.54% | 66 |
|
|
2024
Q4 | $2.95M | Sell |
107,753
-12,660
| -11% | -$347K | 0.71% | 55 |
|
|
2024
Q3 | $2.66M | Buy |
120,413
+6,328
| +6% | +$140K | 0.63% | 59 |
|
|
2024
Q2 | $2.27M | Buy |
114,085
+4,631
| +4% | +$92K | 0.56% | 63 |
|
|
2024
Q1 | $2.01M | Buy |
109,454
+19,742
| +22% | +$362K | 0.5% | 69 |
|
|
2023
Q4 | $1.58M | Buy |
89,712
+4,999
| +6% | +$88.2K | 0.44% | 72 |
|
|
2023
Q3 | $1.4M | Sell |
84,713
-1,650
| -2% | -$27.4K | 0.44% | 71 |
|
|
2023
Q2 | $1.49M | Sell |
86,363
-20,995
| -20% | -$362K | 0.45% | 70 |
|
|
2023
Q1 | $1.88M | Sell |
107,358
-17,680
| -14% | -$310K | 0.6% | 58 |
|
|
2022
Q4 | $2.26M | Buy |
+125,038
| New | +$2.26M | 0.74% | 46 |
|