Congress 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 | $6.88M | Buy |
234,179
+6,024
| +3% | +$177K | 0.07% | 325 |
|
|
2025
Q1 | $6.51M | Buy |
228,155
+16,169
| +8% | +$461K | 0.08% | 283 |
|
|
2024
Q4 | $5.81M | Buy |
211,986
+5,675
| +3% | +$155K | 0.08% | 270 |
|
|
2024
Q3 | $4.56M | Buy |
206,311
+194,989
| +1,722% | +$4.31M | 0.06% | 306 |
|
|
2024
Q2 | $225K | Sell |
11,322
-5,197
| -31% | -$103K | ﹤0.01% | 676 |
|
|
2024
Q1 | $303K | Buy |
+16,519
| New | +$303K | 0.01% | 507 |
|