Jeppson Wealth 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 | $2.88M | Buy |
97,871
+930
| +1% | +$27.3K | 1% | 21 |
|
|
2025
Q1 | $2.77M | Buy |
96,941
+2,089
| +2% | +$59.6K | 1.01% | 18 |
|
|
2024
Q4 | $2.6M | Sell |
94,852
-481
| -0.5% | -$13.2K | 0.94% | 21 |
|
|
2024
Q3 | $2.11M | Sell |
95,333
-1,584
| -2% | -$35K | 0.75% | 32 |
|
|
2024
Q2 | $1.93M | Sell |
96,917
-289
| -0.3% | -$5.74K | 0.73% | 31 |
|
|
2024
Q1 | $1.78M | Buy |
97,206
+3,152
| +3% | +$57.8K | 0.69% | 35 |
|
|
2023
Q4 | $1.66M | Buy |
94,054
+10,071
| +12% | +$178K | 0.69% | 32 |
|
|
2023
Q3 | $1.39M | Buy |
83,983
+2,965
| +4% | +$49.2K | 0.64% | 36 |
|
|
2023
Q2 | $1.4M | Buy |
81,018
+10,375
| +15% | +$179K | 0.61% | 40 |
|
|
2023
Q1 | $1.24M | Buy |
70,643
+5,989
| +9% | +$105K | 0.54% | 44 |
|
|
2022
Q4 | $1.17M | Buy |
64,654
+3,812
| +6% | +$68.9K | 0.49% | 46 |
|
|
2022
Q3 | $1.01M | Buy |
60,842
+12,270
| +25% | +$204K | 0.46% | 49 |
|
|
2022
Q2 | $814K | Buy |
48,572
+10,027
| +26% | +$168K | 0.35% | 67 |
|
|
2022
Q1 | $728K | Buy |
38,545
+2,455
| +7% | +$46.4K | 0.34% | 69 |
|
|
2021
Q4 | $572K | Buy |
36,090
+220
| +0.6% | +$3.49K | 0.28% | 81 |
|
|
2021
Q3 | $600K | Sell |
35,870
-150
| -0.4% | -$2.51K | 0.31% | 71 |
|
|
2021
Q2 | $656K | Sell |
36,020
-135
| -0.4% | -$2.46K | 0.36% | 68 |
|
|
2021
Q1 | $601K | Sell |
36,155
-1,755
| -5% | -$29.2K | 0.36% | 66 |
|
|
2020
Q4 | $518K | Sell |
37,910
-9,365
| -20% | -$128K | 0.34% | 70 |
|
|
2020
Q3 | $583K | Buy |
+47,275
| New | +$583K | 0.46% | 53 |
|