OHWA
Oak Hill Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
9,000
| – | – | 0.05% | 135 |
|
|
2025
Q1 | $257K | Hold |
9,000
| – | – | 0.06% | 123 |
|
|
2024
Q4 | $247K | Buy |
+9,000
| New | +$247K | 0.06% | 119 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 116 |
|
|
2024
Q1 | – | Sell |
-10,157
| Closed | -$179K | – | 53 |
|
|
2023
Q4 | $179K | Hold |
10,157
| – | – | 0.06% | 105 |
|
|
2023
Q3 | $168K | Sell |
10,157
-5,591
| -36% | -$92.7K | 0.06% | 100 |
|
|
2023
Q2 | $271K | Buy |
15,748
+3,448
| +28% | +$59.4K | 0.1% | 90 |
|
|
2023
Q1 | $215K | Hold |
12,300
| – | – | 0.08% | 101 |
|
|
2022
Q4 | $222K | Buy |
+12,300
| New | +$222K | 0.09% | 98 |
|