Private 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 | $8.41M | Sell |
285,894
-12,495
| -4% | -$367K | 0.66% | 34 |
|
|
2025
Q1 | $8.51M | Sell |
298,389
-1,495
| -0.5% | -$42.7K | 0.7% | 33 |
|
|
2024
Q4 | $8.22M | Sell |
299,884
-10,911
| -4% | -$299K | 0.63% | 34 |
|
|
2024
Q3 | $6.87M | Buy |
310,795
+9,456
| +3% | +$209K | 0.55% | 34 |
|
|
2024
Q2 | $5.99M | Buy |
301,339
+30,007
| +11% | +$596K | 0.44% | 35 |
|
|
2024
Q1 | $4.98M | Buy |
271,332
+37,722
| +16% | +$692K | 0.4% | 39 |
|
|
2023
Q4 | $4.12M | Buy |
233,610
+81,356
| +53% | +$1.44M | 0.35% | 39 |
|
|
2023
Q3 | $2.52M | Buy |
152,254
+8,307
| +6% | +$138K | 0.24% | 46 |
|
|
2023
Q2 | $2.48M | Buy |
143,947
+28,182
| +24% | +$485K | 0.23% | 49 |
|
|
2023
Q1 | $2.03M | Buy |
115,765
+5,615
| +5% | +$98.3K | 0.2% | 53 |
|
|
2022
Q4 | $1.99M | Buy |
110,150
+23,900
| +28% | +$432K | 0.23% | 54 |
|
|
2022
Q3 | $1.44M | Buy |
86,250
+1,000
| +1% | +$16.6K | 0.18% | 56 |
|
|
2022
Q2 | $1.43M | Buy |
85,250
+74,500
| +693% | +$1.25M | 0.17% | 59 |
|
|
2022
Q1 | $203K | Buy |
+10,750
| New | +$203K | 0.02% | 77 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 130 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 134 |
|
|
2014
Q1 | – | Sell |
-117,070
| Closed | -$4.22M | – | 163 |
|
|
2013
Q4 | $4.22M | Sell |
117,070
-4,900
| -4% | -$176K | 0.94% | 32 |
|
|
2013
Q3 | $4.34M | Buy |
121,970
+56,500
| +86% | +$2.01M | 1.03% | 29 |
|
|
2013
Q2 | $2.5M | Buy |
+65,470
| New | +$2.5M | 0.62% | 50 |
|