Guardian Wealth Advisors (North Carolina)’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 | $363K | Buy |
12,347
+353
| +3% | +$10.4K | 0.03% | 242 |
|
|
2025
Q1 | $342K | Sell |
11,994
-823
| -6% | -$23.5K | 0.03% | 231 |
|
|
2024
Q4 | $351K | Buy |
12,817
+2,040
| +19% | +$55.9K | 0.03% | 232 |
|
|
2024
Q3 | $238K | Sell |
10,777
-300
| -3% | -$6.63K | 0.03% | 244 |
|
|
2024
Q2 | $220K | Sell |
11,077
-83
| -0.7% | -$1.65K | 0.03% | 244 |
|
|
2024
Q1 | $205K | Sell |
11,160
-604
| -5% | -$11.1K | 0.03% | 266 |
|
|
2023
Q4 | $208K | Buy |
11,764
+1,169
| +11% | +$20.6K | 0.03% | 239 |
|
|
2023
Q3 | $176K | Buy |
10,595
+252
| +2% | +$4.18K | 0.03% | 242 |
|
|
2023
Q2 | $178K | Buy |
10,343
+5
| +0% | +$86 | 0.03% | 230 |
|
|
2023
Q1 | $181K | Sell |
10,338
-248
| -2% | -$4.34K | 0.03% | 217 |
|
|
2022
Q4 | $191K | Hold |
10,586
| – | – | 0.04% | 199 |
|
|
2022
Q3 | $176K | Buy |
+10,586
| New | +$176K | 0.03% | 194 |
|