SVWAG
Sound View Wealth Advisors Group’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
119,171
-514
| -0.4% | -$15.1K | 0.26% | 88 |
|
|
2025
Q1 | $3.41M | Sell |
119,685
-5,031
| -4% | -$144K | 0.28% | 81 |
|
|
2024
Q4 | $3.42M | Sell |
124,716
-8,171
| -6% | -$224K | 0.28% | 81 |
|
|
2024
Q3 | $2.94M | Buy |
132,887
+16,541
| +14% | +$365K | 0.24% | 95 |
|
|
2024
Q2 | $2.31M | Sell |
116,346
-7,653
| -6% | -$152K | 0.24% | 98 |
|
|
2024
Q1 | $2.27M | Sell |
123,999
-10,741
| -8% | -$197K | 0.24% | 100 |
|
|
2023
Q4 | $2.38M | Buy |
134,740
+12,869
| +11% | +$227K | 0.26% | 94 |
|
|
2023
Q3 | $2.02M | Buy |
121,871
+7,440
| +7% | +$123K | 0.25% | 92 |
|
|
2023
Q2 | $1.97M | Buy |
114,431
+7,922
| +7% | +$136K | 0.26% | 88 |
|
|
2023
Q1 | $1.86M | Sell |
106,509
-28,231
| -21% | -$494K | 0.26% | 91 |
|
|
2022
Q4 | $2.38M | Buy |
134,740
+62,705
| +87% | +$1.11M | 0.26% | 94 |
|
|
2022
Q3 | $1.2M | Sell |
72,035
-3,715
| -5% | -$61.8K | 0.27% | 94 |
|
|
2022
Q2 | $1.27M | Sell |
75,750
-253
| -0.3% | -$4.24K | 0.27% | 94 |
|
|
2022
Q1 | $1.44M | Buy |
76,003
+6,265
| +9% | +$118K | 0.27% | 91 |
|
|
2021
Q4 | $1.11M | Sell |
69,738
-2,936
| -4% | -$46.6K | 0.21% | 113 |
|
|
2021
Q3 | $1.22M | Buy |
72,674
+1,122
| +2% | +$18.8K | 0.25% | 99 |
|
|
2021
Q2 | $1.3M | Buy |
71,552
+3,423
| +5% | +$62.4K | 0.27% | 94 |
|
|
2021
Q1 | $1.13M | Buy |
68,129
+4,117
| +6% | +$68.5K | 0.26% | 93 |
|
|
2020
Q4 | $875K | Sell |
64,012
-3,197
| -5% | -$43.7K | 0.21% | 105 |
|
|
2020
Q3 | $829K | Buy |
67,209
+634
| +1% | +$7.82K | 0.22% | 105 |
|
|
2020
Q2 | $1.01M | Buy |
66,575
+2,733
| +4% | +$41.5K | 0.28% | 93 |
|
|
2020
Q1 | $889K | Buy |
63,842
+2,732
| +4% | +$38K | 0.31% | 86 |
|
|
2019
Q4 | $1.29M | Buy |
61,110
+17,320
| +40% | +$367K | 0.37% | 83 |
|
|
2019
Q3 | $903K | Buy |
43,790
+4,130
| +10% | +$85.2K | 0.27% | 97 |
|
|
2019
Q2 | $828K | Buy |
+39,660
| New | +$828K | 0.24% | 104 |
|