Evermay Wealth Management’s Kinder Morgan KMI Stock Holding History

Evermay Wealth Management’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$984K	Sell	33,480 -325	-1%	-$9.56K	0.12%	82
2025 Q1	$964K	Sell	33,805 -518	-2%	-$14.8K	0.13%	79
2024 Q4	$940K	Sell	34,323 -1,334	-4%	-$36.6K	0.14%	83
2024 Q3	$788K	Buy	35,657 +1,095	+3%	+$24.2K	0.13%	99
2024 Q2	$687K	Sell	34,562 -2,500	-7%	-$49.7K	0.11%	102
2024 Q1	$680K	Buy	37,062 +4,815	+15%	+$88.3K	0.1%	107
2023 Q4	$569K	Sell	32,247 -2,800	-8%	-$49.4K	0.11%	100
2023 Q3	$581K	Buy	35,047 +800	+2%	+$13.3K	0.12%	87
2023 Q2	$590K	Sell	34,247 -9,770	-22%	-$168K	0.11%	92
2023 Q1	$771K	Buy	44,017 +444	+1%	+$7.77K	0.16%	73
2022 Q4	$788K	Sell	43,573 -5,466	-11%	-$98.8K	0.16%	67
2022 Q3	$816K	Buy	49,039 +1,797	+4%	+$29.9K	0.16%	66
2022 Q2	$792K	Buy	47,242 +9,240	+24%	+$155K	0.15%	64
2022 Q1	$719K	Buy	38,002 +4,760	+14%	+$90.1K	0.12%	82
2021 Q4	$527K	Sell	33,242 -6,620	-17%	-$105K	0.09%	94
2021 Q3	$667K	Sell	39,862 -1,478	-4%	-$24.7K	0.13%	60
2021 Q2	$754K	Buy	41,340 +1,240	+3%	+$22.6K	0.14%	65
2021 Q1	$668K	Sell	40,100 -4,660	-10%	-$77.6K	0.13%	68
2020 Q4	$612K	Sell	44,760 -1,012	-2%	-$13.8K	0.13%	71
2020 Q3	$564K	Sell	45,772 -1,437	-3%	-$17.7K	0.14%	72
2020 Q2	$716K	Sell	47,209 -2,396	-5%	-$36.3K	0.19%	58
2020 Q1	$691K	Sell	49,605 -8,236	-14%	-$115K	0.21%	53
2019 Q4	$1.22M	Buy	57,841 +2,944	+5%	+$62.3K	0.3%	39
2019 Q3	$1.13M	Buy	54,897 +1,587	+3%	+$32.7K	0.31%	40
2019 Q2	$1.11M	Sell	53,310 -470	-0.9%	-$9.81K	0.31%	37
2019 Q1	$1.08M	Buy	53,780 +430	+0.8%	+$8.6K	0.3%	39
2018 Q4	$821K	Buy	53,350 +21,611	+68%	+$333K	0.27%	42
2018 Q3	$563K	Buy	+31,739	New	+$563K	0.18%	60
2015 Q4	–	Sell	-7,564	Closed	-$209K	–	82
2015 Q3	$209K	Hold	7,564	–	–	0.13%	79
2015 Q2	$290K	Hold	7,564	–	–	0.17%	61
2015 Q1	$318K	Buy	7,564 +1,373	+22%	+$57.7K	0.19%	58
2014 Q4	$262K	Buy	+6,191	New	+$262K	0.17%	73