EWM
Empirical Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
82,185
+6,773
| +9% | +$199K | 0.05% | 207 |
|
|
2025
Q1 | $2.15M | Buy |
75,412
+54,018
| +252% | +$1.54M | 0.06% | 203 |
|
|
2024
Q4 | $586K | Buy |
21,394
+5,860
| +38% | +$161K | 0.02% | 358 |
|
|
2024
Q3 | $343K | Sell |
15,534
-1,016
| -6% | -$22.4K | 0.01% | 439 |
|
|
2024
Q2 | $329K | Buy |
16,550
+998
| +6% | +$19.8K | 0.01% | 436 |
|
|
2024
Q1 | $285K | Buy |
15,552
+1,416
| +10% | +$26K | 0.01% | 448 |
|
|
2023
Q4 | $249K | Sell |
14,136
-1,245
| -8% | -$22K | 0.01% | 435 |
|
|
2023
Q3 | $255K | Buy |
15,381
+3,916
| +34% | +$64.9K | 0.01% | 400 |
|
|
2023
Q2 | $197K | Buy |
+11,465
| New | +$197K | 0.01% | 442 |
|
|
2023
Q1 | – | Sell |
-10,715
| Closed | -$194K | – | 474 |
|
|
2022
Q4 | $194K | Sell |
10,715
-5,833
| -35% | -$105K | 0.01% | 441 |
|
|
2022
Q3 | $275K | Sell |
16,548
-1,484
| -8% | -$24.7K | 0.01% | 392 |
|
|
2022
Q2 | $302K | Sell |
18,032
-23,375
| -56% | -$391K | 0.02% | 384 |
|
|
2022
Q1 | $783K | Buy |
41,407
+2,642
| +7% | +$50K | 0.04% | 250 |
|
|
2021
Q4 | $614K | Buy |
38,765
+1,789
| +5% | +$28.3K | 0.03% | 298 |
|
|
2021
Q3 | $619K | Buy |
36,976
+14,820
| +67% | +$248K | 0.04% | 258 |
|
|
2021
Q2 | $404K | Buy |
22,156
+10,458
| +89% | +$191K | 0.02% | 329 |
|
|
2021
Q1 | $195K | Buy |
+11,698
| New | +$195K | 0.02% | 375 |
|