Meridian 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
$5.11M Sell
173,828
-4,022
-2% -$118K 0.22% 102
2025
Q1
$5.07M Sell
177,850
-23,505
-12% -$671K 0.25% 91
2024
Q4
$5.52M Sell
201,355
-23,051
-10% -$632K 0.26% 86
2024
Q3
$4.96M Sell
224,406
-6,947
-3% -$153K 0.24% 89
2024
Q2
$4.6M Buy
+231,353
New +$4.6M 0.55% 42
2024
Q1
Sell
-222,610
Closed -$3.93M 361
2023
Q4
$3.93M Buy
222,610
+5,465
+3% +$96.4K 0.25% 88
2023
Q3
$3.6M Buy
217,145
+17,041
+9% +$283K 0.22% 93
2023
Q2
$3.45M Buy
200,104
+9,643
+5% +$166K 0.29% 72
2023
Q1
$3.33M Buy
190,461
+21,700
+13% +$380K 0.29% 80
2022
Q4
$3.05M Buy
168,761
+27,208
+19% +$492K 0.3% 72
2022
Q3
$2.36M Buy
141,553
+9,681
+7% +$161K 0.25% 93
2022
Q2
$2.21M Sell
131,872
-3,762
-3% -$63K 0.18% 139
2022
Q1
$2.57M Buy
135,634
+11,308
+9% +$214K 0.28% 82
2021
Q4
$1.97M Sell
124,326
-18,948
-13% -$301K 0.21% 94
2021
Q3
$2.4M Buy
143,274
+55,597
+63% +$930K 0.3% 77
2021
Q2
$1.6M Buy
87,677
+1,870
+2% +$34.1K 0.2% 97
2021
Q1
$1.43M Buy
85,807
+13,538
+19% +$225K 0.21% 95
2020
Q4
$987K Sell
72,269
-9,648
-12% -$132K 0.16% 119
2020
Q3
$1.01M Buy
81,917
+11,943
+17% +$147K 0.25% 80
2020
Q2
$1.06M Buy
69,974
+16,270
+30% +$247K 0.36% 62
2020
Q1
$747K Buy
53,704
+39,334
+274% +$547K 0.33% 68
2019
Q4
$304K Buy
14,370
+175
+1% +$3.7K 0.15% 151
2019
Q3
$293K Buy
14,195
+147
+1% +$3.03K 0.14% 153
2019
Q2
$2.93K Buy
+14,048
New +$2.93K 0.12% 150