NewEdge 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
$1.51M Buy
56,476
+8,219
+17% +$220K 0.02% 443
2025
Q1
$1.38M Buy
48,257
+14,957
+45% +$427K 0.02% 425
2024
Q4
$912K Buy
33,300
+748
+2% +$20.5K 0.02% 506
2024
Q3
$719K Sell
32,552
-2,375
-7% -$52.5K 0.01% 535
2024
Q2
$694K Sell
34,927
-9,202
-21% -$183K 0.02% 475
2024
Q1
$815K Sell
44,129
-2,968
-6% -$54.8K 0.02% 458
2023
Q4
$831K Sell
47,097
-4,229
-8% -$74.6K 0.02% 430
2023
Q3
$851K Buy
51,326
+3,126
+6% +$51.8K 0.03% 380
2023
Q2
$830K Sell
48,200
-49
-0.1% -$844 0.03% 377
2023
Q1
$845K Buy
48,249
+4,197
+10% +$73.5K 0.03% 336
2022
Q4
$796K Buy
44,052
+16,418
+59% +$297K 0.03% 314
2022
Q3
$460K Buy
27,634
+13,036
+89% +$217K 0.02% 364
2022
Q2
$245K Buy
+14,598
New +$245K 0.01% 500