CWP
Cyndeo Wealth Partners’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Buy |
295,725
+11,956
| +4% | +$352K | 0.52% | 53 |
|
|
2025
Q1 | $8.1M | Sell |
283,769
-23,088
| -8% | -$659K | 0.53% | 56 |
|
|
2024
Q4 | $8.41M | Buy |
306,857
+4,516
| +1% | +$124K | 0.57% | 53 |
|
|
2024
Q3 | $6.68M | Buy |
302,341
+27,059
| +10% | +$598K | 0.47% | 66 |
|
|
2024
Q2 | $5.47M | Buy |
+275,282
| New | +$5.47M | 0.43% | 69 |
|