Heritage 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
Q2 | $3.44K | Hold |
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|
2025
Q1 | $3.34K | Hold |
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|
2024
Q4 | $3.21K | Hold |
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|
2024
Q3 | $2.58K | Sell |
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|
2024
Q2 | $5.05K | Sell |
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|
2024
Q1 | $6.49K | Sell |
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|
2023
Q4 | $52.9K | Buy |
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|
2023
Q3 | $33 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $15.6K | Buy |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5.97K | Sell |
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|
2019
Q1 | $18.9K | Hold |
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|
2018
Q4 | $14K | Buy |
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