Evergreen Private Wealth’s Kinder Morgan KMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.28M	Sell	68,126 -1,820	-3%	-$56.9K	0.92%	40
2025 Q4	$1.92M	Sell	69,946 -6,038	-8%	-$163K	0.76%	40
2025 Q3	$2.15M	Sell	75,984 -1,965	-3%	-$53.8K	0.87%	39
2025 Q2	$2.29M	Sell	77,949 -2,880	-4%	-$79K	0.96%	41
2025 Q1	$2.31M	Sell	80,829 -1,104	-1%	-$30.6K	1.08%	37
2024 Q4	$2.24M	Sell	81,933 -1,691	-2%	-$44.1K	1.05%	37
2024 Q3	$1.85M	Buy	83,624 +982	+1%	+$20.7K	0.86%	41
2024 Q2	$1.64M	Sell	82,642 -969	-1%	-$18.5K	0.81%	40
2024 Q1	$1.53M	Sell	83,611 -56,924	-41%	-$994K	0.77%	43
2023 Q4	$2.48M	Buy	+140,535	New	+$2.4M	1.34%	34