Marcum Wealth’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $428K | Sell |
15,010
-130
| -0.9% | -$3.71K | 0.04% | 211 |
|
|
2024
Q4 | $415K | Sell |
15,140
-162
| -1% | -$4.44K | 0.04% | 220 |
|
|
2024
Q3 | $338K | Sell |
15,302
-101
| -0.7% | -$2.23K | 0.03% | 259 |
|
|
2024
Q2 | $306K | Buy |
15,403
+663
| +4% | +$13.2K | 0.03% | 269 |
|
|
2024
Q1 | $270K | Sell |
14,740
-2,061
| -12% | -$37.8K | 0.03% | 288 |
|
|
2023
Q4 | $296K | Sell |
16,801
-3,243
| -16% | -$57.2K | 0.03% | 256 |
|
|
2023
Q3 | $332K | Sell |
20,044
-2,058
| -9% | -$34.1K | 0.04% | 223 |
|
|
2023
Q2 | $381K | Buy |
22,102
+2
| +0% | +$34 | 0.04% | 211 |
|
|
2023
Q1 | $387K | Buy |
22,100
+2,801
| +15% | +$49K | 0.05% | 211 |
|
|
2022
Q4 | $349K | Sell |
19,299
-2,964
| -13% | -$53.6K | 0.05% | 219 |
|
|
2022
Q3 | $370K | Buy |
22,263
+918
| +4% | +$15.3K | 0.06% | 203 |
|
|
2022
Q2 | $358K | Buy |
21,345
+997
| +5% | +$16.7K | 0.05% | 209 |
|
|
2022
Q1 | $385K | Buy |
+20,348
| New | +$385K | 0.05% | 207 |
|
|
2021
Q4 | – | Sell |
-13,941
| Closed | -$233K | – | 399 |
|
|
2021
Q3 | $233K | Buy |
13,941
+422
| +3% | +$7.05K | 0.04% | 282 |
|
|
2021
Q2 | $246K | Sell |
13,519
-167
| -1% | -$3.04K | 0.04% | 247 |
|
|
2021
Q1 | $228K | Buy |
+13,686
| New | +$228K | 0.04% | 260 |
|