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Lyell Wealth Management’s Kinder Morgan KMI Stock Holding History

Lyell Wealth Management’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$368K Buy
12,519
+3,319
+36% +$97.6K 0.03% 166
2025
Q1 		$262K Hold
9,200
– – 0.02% 179
2024
Q4 		$252K Hold
9,200
– – 0.02% 184
2024
Q3 		$203K Buy
+9,200
New +$203K 0.02% 203