GeoWealth Management’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 | $604K | Buy |
20,546
+186
| +0.9% | +$5.47K | 0.02% | 361 |
|
|
2025
Q1 | $581K | Sell |
20,360
-2,407
| -11% | -$68.7K | 0.02% | 390 |
|
|
2024
Q4 | $624K | Sell |
22,767
-1,950
| -8% | -$53.4K | 0.02% | 415 |
|
|
2024
Q3 | $546K | Sell |
24,717
-2,194
| -8% | -$48.5K | 0.02% | 450 |
|
|
2024
Q2 | $535K | Buy |
26,911
+4,610
| +21% | +$91.6K | 0.02% | 412 |
|
|
2024
Q1 | $409K | Sell |
22,301
-6,871
| -24% | -$126K | 0.02% | 490 |
|
|
2023
Q4 | $516K | Buy |
29,172
+20,098
| +221% | +$355K | 0.04% | 330 |
|
|
2023
Q3 | $151K | Buy |
9,074
+135
| +2% | +$2.25K | 0.02% | 307 |
|
|
2023
Q2 | $154K | Hold |
8,939
| – | – | 0.02% | 260 |
|
|
2023
Q1 | $158K | Sell |
8,939
-1,884
| -17% | -$33.3K | 0.02% | 221 |
|
|
2022
Q4 | $196K | Sell |
10,823
-7,508
| -41% | -$136K | 0.02% | 245 |
|
|
2022
Q3 | $305K | Sell |
18,331
-1,378
| -7% | -$22.9K | 0.03% | 197 |
|
|
2022
Q2 | $331K | Buy |
19,709
+1,227
| +7% | +$20.6K | 0.04% | 202 |
|
|
2022
Q1 | $349K | Buy |
+18,482
| New | +$349K | 0.03% | 247 |
|