Exencial Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Sell |
26,487
-506
| -2% | -$14.9K | 0.03% | 313 |
|
|
2025
Q1 | $770K | Buy |
26,993
+1,072
| +4% | +$30.6K | 0.03% | 317 |
|
|
2024
Q4 | $710K | Buy |
25,921
+132
| +0.5% | +$3.62K | 0.03% | 317 |
|
|
2024
Q3 | $570K | Buy |
25,789
+162
| +0.6% | +$3.58K | 0.02% | 335 |
|
|
2024
Q2 | $509K | Sell |
25,627
-597
| -2% | -$11.9K | 0.02% | 347 |
|
|
2024
Q1 | $481K | Sell |
26,224
-1,169
| -4% | -$21.4K | 0.02% | 354 |
|
|
2023
Q4 | $483K | Buy |
27,393
+826
| +3% | +$14.6K | 0.02% | 339 |
|
|
2023
Q3 | $440K | Buy |
26,567
+240
| +0.9% | +$3.98K | 0.02% | 307 |
|
|
2023
Q2 | $453K | Buy |
26,327
+161
| +0.6% | +$2.77K | 0.02% | 310 |
|
|
2023
Q1 | $458K | Buy |
26,166
+7
| +0% | +$123 | 0.02% | 292 |
|
|
2022
Q4 | $473K | Buy |
26,159
+25
| +0.1% | +$452 | 0.03% | 293 |
|
|
2022
Q3 | $435K | Sell |
26,134
-41
| -0.2% | -$682 | 0.03% | 291 |
|
|
2022
Q2 | $439K | Buy |
26,175
+5,520
| +27% | +$92.6K | 0.02% | 286 |
|
|
2022
Q1 | $391K | Buy |
20,655
+62
| +0.3% | +$1.17K | 0.02% | 314 |
|
|
2021
Q4 | $327K | Sell |
20,593
-6,973
| -25% | -$111K | 0.02% | 373 |
|
|
2021
Q3 | $461K | Sell |
27,566
-108
| -0.4% | -$1.81K | 0.02% | 249 |
|
|
2021
Q2 | $504K | Buy |
27,674
+151
| +0.5% | +$2.75K | 0.03% | 310 |
|
|
2021
Q1 | $458K | Buy |
27,523
+5,810
| +27% | +$96.7K | 0.03% | 289 |
|
|
2020
Q4 | $297K | Buy |
21,713
+201
| +0.9% | +$2.75K | 0.02% | 310 |
|
|
2020
Q3 | $265K | Sell |
21,512
-5,257
| -20% | -$64.8K | 0.01% | 311 |
|
|
2020
Q2 | $406K | Buy |
26,769
+11,754
| +78% | +$178K | 0.04% | 240 |
|
|
2020
Q1 | $209K | Buy |
15,015
+3,851
| +34% | +$53.6K | 0.04% | 225 |
|
|
2019
Q4 | $236K | Sell |
11,164
-1,650
| -13% | -$34.9K | 0.04% | 239 |
|
|
2019
Q3 | $264K | Buy |
12,814
+641
| +5% | +$13.2K | 0.06% | 211 |
|
|
2019
Q2 | $254K | Hold |
12,173
| – | – | 0.06% | 196 |
|
|
2019
Q1 | $244K | Sell |
12,173
-255
| -2% | -$5.11K | 0.06% | 199 |
|
|
2018
Q4 | $191K | Buy |
12,428
+690
| +6% | +$10.6K | 0.05% | 203 |
|
|
2018
Q3 | $208K | Sell |
11,738
-3,371
| -22% | -$59.7K | 0.05% | 181 |
|
|
2018
Q2 | $267K | Buy |
15,109
+1,609
| +12% | +$28.4K | 0.07% | 148 |
|
|
2018
Q1 | $203K | Buy |
+13,500
| New | +$203K | 0.06% | 163 |
|
|
2016
Q1 | – | Sell |
-20,877
| Closed | -$296K | – | 153 |
|
|
2015
Q4 | $296K | Sell |
20,877
-7,529
| -27% | -$107K | 0.15% | 112 |
|
|
2015
Q3 | $786K | Sell |
28,406
-8,708
| -23% | -$241K | 0.38% | 69 |
|
|
2015
Q2 | $1.3M | Buy |
+37,114
| New | +$1.3M | 0.82% | 42 |
|