Phillips Wealth Planners’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 | $580K | Buy |
20,613
+276
| +1% | +$7.76K | 0.53% | 66 |
|
|
2025
Q1 | $538K | Sell |
20,337
-1,653
| -8% | -$43.8K | 0.57% | 58 |
|
|
2024
Q4 | $619K | Sell |
21,990
-64
| -0.3% | -$1.8K | 0.62% | 47 |
|
|
2024
Q3 | $550K | Sell |
22,054
-532
| -2% | -$13.3K | 0.53% | 61 |
|
|
2024
Q2 | $454K | Sell |
22,586
-316
| -1% | -$6.35K | 0.48% | 72 |
|
|
2024
Q1 | $405K | Buy |
22,902
+1,509
| +7% | +$26.7K | 0.47% | 76 |
|
|
2023
Q4 | $370K | Sell |
21,393
-1,694
| -7% | -$29.3K | 0.45% | 80 |
|
|
2023
Q3 | $393K | Buy |
23,087
+1,426
| +7% | +$24.3K | 0.53% | 69 |
|
|
2023
Q2 | $373K | Buy |
21,661
+238
| +1% | +$4.1K | 0.49% | 78 |
|
|
2023
Q1 | $366K | Buy |
21,423
+258
| +1% | +$4.41K | 0.48% | 77 |
|
|
2022
Q4 | $389K | Buy |
+21,165
| New | +$389K | 0.68% | 53 |
|