TRUE Private 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 | $237K | Buy |
8,072
+600
| +8% | +$17.6K | 0.03% | 227 |
|
2025
Q1 | $213K | Hold |
7,472
| – | – | 0.03% | 224 |
|
2024
Q4 | $205K | Buy |
+7,472
| New | +$205K | 0.02% | 218 |
|
2024
Q3 | – | Sell |
-10,984
| Closed | -$218K | – | 248 |
|
2024
Q2 | $218K | Buy |
10,984
+300
| +3% | +$5.96K | 0.02% | 258 |
|
2024
Q1 | $196K | Sell |
10,684
-13
| -0.1% | -$238 | 0.02% | 273 |
|
2023
Q4 | $189K | Sell |
10,697
-1,448
| -12% | -$25.5K | 0.02% | 280 |
|
2023
Q3 | $201K | Buy |
+12,145
| New | +$201K | 0.03% | 251 |
|
2021
Q1 | – | Sell |
-4,997
| Closed | -$68K | – | 485 |
|
2020
Q4 | $68K | Sell |
4,997
-97
| -2% | -$1.32K | 0.01% | 320 |
|
2020
Q3 | $62K | Sell |
5,094
-12,462
| -71% | -$152K | 0.01% | 309 |
|
2020
Q2 | $266K | Sell |
17,556
-6,576
| -27% | -$99.6K | 0.05% | 156 |
|
2020
Q1 | $335K | Buy |
24,132
+4,731
| +24% | +$65.7K | 0.07% | 123 |
|
2019
Q4 | $410K | Buy |
19,401
+2,723
| +16% | +$57.5K | 0.06% | 146 |
|
2019
Q3 | $343K | Buy |
16,678
+10,441
| +167% | +$215K | 0.06% | 148 |
|
2019
Q2 | $130K | Buy |
+6,237
| New | +$130K | 0.02% | 237 |
|
2018
Q4 | – | Sell |
-2,155
| Closed | -$38.2K | – | 615 |
|
2018
Q3 | $38.2K | Buy |
+2,155
| New | +$38.2K | 0.01% | 496 |
|