Modera 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
$1.69M Buy
57,398
+490
+0.9% +$14.4K 0.02% 277
2025
Q1
$1.62M Buy
56,908
+675
+1% +$19.3K 0.02% 265
2024
Q4
$1.54M Buy
56,233
+1,038
+2% +$28.4K 0.02% 273
2024
Q3
$1.22M Buy
55,195
+162
+0.3% +$3.58K 0.02% 281
2024
Q2
$1.09M Sell
55,033
-302
-0.5% -$6K 0.02% 284
2024
Q1
$1.01M Sell
55,335
-937
-2% -$17.2K 0.02% 297
2023
Q4
$993K Sell
56,272
-2,087
-4% -$36.8K 0.02% 289
2023
Q3
$968K Sell
58,359
-2,891
-5% -$47.9K 0.02% 285
2023
Q2
$1.05M Buy
+61,250
New +$1.05M 0.02% 287