MSWM
McGlone Suttner Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
22,156
+1,200
| +6% | +$35.3K | 0.1% | 96 |
|
|
2025
Q1 | $598K | Buy |
20,956
+1,027
| +5% | +$29.3K | 0.1% | 96 |
|
|
2024
Q4 | $546K | Buy |
19,929
+1,407
| +8% | +$38.6K | 0.09% | 95 |
|
|
2024
Q3 | $409K | Buy |
18,522
+3,480
| +23% | +$76.9K | 0.09% | 117 |
|
|
2024
Q2 | $265K | Sell |
15,042
-2,298
| -13% | -$40.5K | 0.05% | 126 |
|
|
2024
Q1 | $318K | Buy |
17,340
+2,298
| +15% | +$42.1K | 0.06% | 129 |
|
|
2023
Q4 | $265K | Buy |
15,042
+934
| +7% | +$16.5K | 0.05% | 126 |
|
|
2023
Q3 | $234K | Buy |
14,108
+737
| +6% | +$12.2K | 0.05% | 126 |
|
|
2023
Q2 | $230K | Buy |
13,371
+690
| +5% | +$11.9K | 0.05% | 133 |
|
|
2023
Q1 | $222K | Buy |
12,681
+1,311
| +12% | +$23K | 0.06% | 131 |
|
|
2022
Q4 | $206K | Buy |
+11,370
| New | +$206K | 0.07% | 128 |
|