Mitchell & Pahl Private 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
Q2 | $419K | Hold |
14,264
| – | – | 0.19% | 132 |
|
|
2025
Q1 | $407K | Sell |
14,264
-22
| -0.2% | -$628 | 0.19% | 131 |
|
|
2024
Q4 | $391K | Sell |
14,286
-352
| -2% | -$9.65K | 0.18% | 131 |
|
|
2024
Q3 | $323K | Sell |
14,638
-35
| -0.2% | -$773 | 0.15% | 136 |
|
|
2024
Q2 | $292K | Sell |
14,673
-19
| -0.1% | -$378 | 0.15% | 135 |
|
|
2024
Q1 | $269K | Sell |
14,692
-1,298
| -8% | -$23.8K | 0.14% | 135 |
|
|
2023
Q4 | $282K | Sell |
15,990
-220
| -1% | -$3.88K | 0.16% | 135 |
|
|
2023
Q3 | $269K | Sell |
16,210
-983
| -6% | -$16.3K | 0.16% | 138 |
|
|
2023
Q2 | $296K | Sell |
17,193
-1,519
| -8% | -$26.2K | 0.18% | 137 |
|
|
2023
Q1 | $328K | Sell |
18,712
-1,022
| -5% | -$17.9K | 0.21% | 137 |
|
|
2022
Q4 | $357K | Sell |
19,734
-1,832
| -8% | -$33.1K | 0.23% | 126 |
|
|
2022
Q3 | $359K | Sell |
21,566
-1,843
| -8% | -$30.7K | 0.27% | 116 |
|
|
2022
Q2 | $392K | Sell |
23,409
-2,863
| -11% | -$47.9K | 0.27% | 115 |
|
|
2022
Q1 | $497K | Sell |
26,272
-1,553
| -6% | -$29.4K | 0.32% | 102 |
|
|
2021
Q4 | $441K | Sell |
27,825
-1,767
| -6% | -$28K | 0.28% | 107 |
|
|
2021
Q3 | $495K | Sell |
29,592
-75
| -0.3% | -$1.26K | 0.36% | 90 |
|
|
2021
Q2 | $541K | Sell |
29,667
-375
| -1% | -$6.84K | 0.39% | 83 |
|
|
2021
Q1 | $500K | Sell |
30,042
-731
| -2% | -$12.2K | 0.39% | 85 |
|
|
2020
Q4 | $421K | Buy |
+30,773
| New | +$421K | 0.35% | 87 |
|