Exencial Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $864K | Buy |
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|
2025
Q2 | $779K | Sell |
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|
2025
Q1 | $770K | Buy |
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|
2024
Q4 | $710K | Buy |
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|
2024
Q3 | $570K | Buy |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | $458K | Buy |
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|
2022
Q4 | $473K | Buy |
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|
2022
Q3 | $435K | Sell |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $504K | Buy |
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|
2021
Q1 | $458K | Buy |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $406K | Buy |
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|
2020
Q1 | $209K | Buy |
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|
2019
Q4 | $236K | Sell |
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|
2019
Q3 | $264K | Buy |
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|
2019
Q2 | $254K | Hold |
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|
2019
Q1 | $244K | Sell |
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|
2018
Q4 | $191K | Buy |
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|
2018
Q3 | $208K | Sell |
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|
2018
Q2 | $267K | Buy |
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|
2018
Q1 | $203K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $296K | Sell |
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|
2015
Q3 | $786K | Sell |
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|
2015
Q2 | $1.3M | Buy |
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