Physician Wealth Advisors’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 | $225K | Buy |
7,664
+70
| +0.9% | +$2.06K | 0.04% | 166 |
|
|
2025
Q1 | $217K | Buy |
7,594
+1
| +0% | +$29 | 0.04% | 167 |
|
|
2024
Q4 | $208K | Buy |
+7,593
| New | +$208K | 0.04% | 176 |
|
|
2022
Q1 | – | Sell |
-11,279
| Closed | -$195K | – | 163 |
|
|
2021
Q4 | $195K | Sell |
11,279
-1
| -0% | -$17 | 0.05% | 157 |
|
|
2021
Q3 | $208K | Buy |
11,280
+300
| +3% | +$5.53K | 0.06% | 153 |
|
|
2021
Q2 | $192K | Buy |
+10,980
| New | +$192K | 0.06% | 151 |
|
|
2021
Q1 | – | Sell |
-12,279
| Closed | -$181K | – | 147 |
|
|
2020
Q4 | $181K | Buy |
+12,279
| New | +$181K | 0.06% | 141 |
|