Concord 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $61K | Sell |
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|
2025
Q2 | $63.4K | Sell |
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|
2025
Q1 | $102K | Buy |
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|
2024
Q4 | $90.4K | Hold |
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|
2024
Q3 | $72.9K | Hold |
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|
2024
Q2 | $65.6K | Sell |
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|
2024
Q1 | $114K | Buy |
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|
2023
Q4 | $66K | Sell |
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|
2023
Q3 | $73.3K | Buy |
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|
2023
Q2 | $76K | Buy |
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|
2023
Q1 | $77.2K | Sell |
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|
2022
Q4 | $153K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $151K | Buy |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $47K | Sell |
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|
2021
Q2 | $131K | Hold |
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|
2021
Q1 | $120K | Buy |
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|
2020
Q4 | $0 | Buy |
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