JWM
Jackson Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
115,188
-3,694
| -3% | -$109K | 0.37% | 57 |
|
|
2025
Q1 | $3.39M | Sell |
118,882
-3,347
| -3% | -$95.5K | 0.41% | 57 |
|
|
2024
Q4 | $3.35M | Buy |
122,229
+2,829
| +2% | +$77.5K | 0.38% | 61 |
|
|
2024
Q3 | $2.64M | Buy |
+119,400
| New | +$2.64M | 0.31% | 63 |
|
|
2017
Q2 | – | Sell |
-61,458
| Closed | -$1.33M | – | 80 |
|
|
2017
Q1 | $1.33M | Buy |
61,458
+18
| +0% | +$388 | 0.48% | 52 |
|
|
2016
Q4 | $1.39M | Buy |
61,440
+903
| +1% | +$20.4K | 0.54% | 50 |
|
|
2016
Q3 | $1.22M | Sell |
60,537
-1,066
| -2% | -$21.5K | 0.46% | 50 |
|
|
2016
Q2 | $1.15M | Sell |
61,603
-2,709
| -4% | -$50.7K | 0.43% | 59 |
|
|
2016
Q1 | $1.09M | Buy |
+64,312
| New | +$1.09M | 0.42% | 56 |
|
|
2015
Q2 | – | Sell |
-5,338
| Closed | -$225K | – | 113 |
|
|
2015
Q1 | $225K | Buy |
+5,338
| New | +$225K | 0.07% | 107 |
|