Icon 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 | $7.4M | Sell |
251,680
-16,984
| -6% | -$499K | 0.53% | 39 |
|
|
2025
Q1 | $7.66M | Sell |
268,664
-7,070
| -3% | -$202K | 0.63% | 36 |
|
|
2024
Q4 | $7.56M | Sell |
275,734
-17,045
| -6% | -$467K | 0.62% | 33 |
|
|
2024
Q3 | $6.47M | Buy |
292,779
+33,255
| +13% | +$735K | 0.54% | 36 |
|
|
2024
Q2 | $5.48M | Buy |
259,524
+70,196
| +37% | +$1.48M | 0.49% | 42 |
|
|
2024
Q1 | $3.47M | Sell |
189,328
-103,025
| -35% | -$1.89M | 0.32% | 63 |
|
|
2023
Q4 | $5.16M | Buy |
+292,353
| New | +$5.16M | 0.54% | 36 |
|
|
2022
Q4 | $6.83M | Buy |
377,876
+28,132
| +8% | +$509K | 0.79% | 25 |
|
|
2022
Q3 | $5.82M | Buy |
+349,744
| New | +$5.82M | 0.71% | 28 |
|