DWM
Dakota Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Sell |
253,325
-4,021
| -2% | -$118K | 0.16% | 116 |
|
|
2025
Q1 | $7.34M | Sell |
257,346
-13,634
| -5% | -$389K | 0.17% | 111 |
|
|
2024
Q4 | $7.42M | Sell |
270,980
-9,783
| -3% | -$268K | 0.17% | 117 |
|
|
2024
Q3 | $6.2M | Sell |
280,763
-3,764
| -1% | -$83.1K | 0.14% | 134 |
|
|
2024
Q2 | $5.65M | Buy |
284,527
+660
| +0.2% | +$13.1K | 0.13% | 138 |
|
|
2024
Q1 | $5.21M | Buy |
283,867
+38,758
| +16% | +$711K | 0.13% | 151 |
|
|
2023
Q4 | $4.32M | Sell |
245,109
-3,036
| -1% | -$53.6K | 0.17% | 137 |
|
|
2023
Q3 | $4.11M | Sell |
248,145
-188,811
| -43% | -$3.13M | 0.18% | 128 |
|
|
2023
Q2 | $7.52M | Sell |
436,956
-6,628
| -1% | -$114K | 0.35% | 74 |
|
|
2023
Q1 | $7.77M | Buy |
443,584
+22,966
| +5% | +$402K | 0.52% | 49 |
|
|
2022
Q4 | $7.6M | Buy |
420,618
+209,700
| +99% | +$3.79M | 0.54% | 42 |
|
|
2022
Q3 | $3.51M | Sell |
210,918
-1,498
| -0.7% | -$24.9K | 0.28% | 86 |
|
|
2022
Q2 | $3.56M | Buy |
212,416
+2,766
| +1% | +$46.4K | 0.33% | 89 |
|
|
2022
Q1 | $3.96M | Buy |
+209,650
| New | +$3.96M | 0.32% | 93 |
|
|
2020
Q1 | – | Sell |
-83,103
| Closed | -$1.76M | – | 299 |
|
|
2019
Q4 | $1.76M | Sell |
83,103
-43,970
| -35% | -$931K | 0.28% | 87 |
|
|
2019
Q3 | $2.62M | Buy |
127,073
+10,588
| +9% | +$218K | 0.45% | 62 |
|
|
2019
Q2 | $2.43M | Buy |
116,485
+40,317
| +53% | +$842K | 0.47% | 60 |
|
|
2019
Q1 | $1.52M | Buy |
76,168
+29,132
| +62% | +$583K | 0.3% | 83 |
|
|
2018
Q4 | $834K | Hold |
47,036
| – | – | 0.19% | 98 |
|
|
2018
Q3 | $834K | Buy |
+47,036
| New | +$834K | 0.19% | 100 |
|