Pinnacle Wealth Planning Services’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
$630K Buy
21,440
+3,936
+22% +$116K 0.08% 155
2025
Q1
$499K Sell
17,504
-216
-1% -$6.16K 0.08% 164
2024
Q4
$486K Sell
17,720
-6,049
-25% -$166K 0.07% 161
2024
Q3
$525K Sell
23,769
-35
-0.1% -$773 0.07% 183
2024
Q2
$473K Sell
23,804
-402
-2% -$7.99K 0.07% 195
2024
Q1
$444K Buy
24,206
+751
+3% +$13.8K 0.07% 209
2023
Q4
$414K Sell
23,455
-762
-3% -$13.4K 0.07% 204
2023
Q3
$402K Sell
24,217
-154
-0.6% -$2.55K 0.07% 197
2023
Q2
$420K Sell
24,371
-1,411
-5% -$24.3K 0.07% 200
2023
Q1
$451K Buy
25,782
+730
+3% +$12.8K 0.08% 190
2022
Q4
$453K Sell
25,052
-1,931
-7% -$34.9K 0.08% 182
2022
Q3
$449K Buy
26,983
+2,165
+9% +$36K 0.08% 156
2022
Q2
$416K Buy
24,818
+1,639
+7% +$27.5K 0.07% 181
2022
Q1
$438K Buy
23,179
+933
+4% +$17.6K 0.08% 188
2021
Q4
$353K Buy
22,246
+2,137
+11% +$33.9K 0.07% 228
2021
Q3
$336K Buy
20,109
+15
+0.1% +$251 0.07% 218
2021
Q2
$367K Buy
20,094
+1,094
+6% +$20K 0.09% 189
2021
Q1
$317K Buy
19,000
+5,357
+39% +$89.4K 0.08% 210
2020
Q4
$186K Sell
13,643
-2,701
-17% -$36.8K 0.04% 298
2020
Q3
$202K Buy
+16,344
New +$202K 0.07% 237
2020
Q2
Sell
-20,365
Closed -$282K 279
2020
Q1
$282K Buy
20,365
+5,659
+38% +$78.4K 0.13% 140
2019
Q4
$311K Buy
14,706
+1,626
+12% +$34.4K 0.15% 144
2019
Q3
$269K Buy
+13,080
New +$269K 0.15% 134