Precedent Wealth Partners’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 | $2.26M | Buy |
76,841
+7,230
| +10% | +$213K | 0.55% | 53 |
|
|
2025
Q1 | $1.99M | Buy |
69,611
+10,799
| +18% | +$308K | 0.55% | 55 |
|
|
2024
Q4 | $1.61M | Sell |
58,812
-399
| -0.7% | -$10.9K | 0.53% | 52 |
|
|
2024
Q3 | $1.31M | Buy |
59,211
+4,453
| +8% | +$98.4K | 0.43% | 64 |
|
|
2024
Q2 | $1.09M | Buy |
54,758
+6,684
| +14% | +$133K | 0.44% | 63 |
|
|
2024
Q1 | $882K | Buy |
48,074
+5,175
| +12% | +$94.9K | 0.38% | 72 |
|
|
2023
Q4 | $757K | Buy |
+42,899
| New | +$757K | 0.38% | 70 |
|