TrueWealth 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 | $1.4M | Buy |
47,739
+507
| +1% | +$14.9K | 0.42% | 49 |
|
2025
Q1 | $1.35M | Sell |
47,232
-2
| -0% | -$57 | 0.44% | 49 |
|
2024
Q4 | $1.29M | Sell |
47,234
-14
| -0% | -$384 | 0.43% | 53 |
|
2024
Q3 | $1.04M | Buy |
47,248
+271
| +0.6% | +$5.99K | 0.35% | 63 |
|
2024
Q2 | $933K | Sell |
46,977
-1,706
| -4% | -$33.9K | 0.35% | 59 |
|
2024
Q1 | $893K | Sell |
48,683
-775
| -2% | -$14.2K | 0.34% | 61 |
|
2023
Q4 | $872K | Buy |
49,458
+377
| +0.8% | +$6.65K | 0.34% | 57 |
|
2023
Q3 | $814K | Buy |
49,081
+2
| +0% | +$33 | 0.34% | 57 |
|
2023
Q2 | $845K | Buy |
49,079
+1,000
| +2% | +$17.2K | 0.35% | 56 |
|
2023
Q1 | $842K | Sell |
48,079
-2,459
| -5% | -$43.1K | 0.35% | 57 |
|
2022
Q4 | $914K | Buy |
50,538
+6
| +0% | +$108 | 0.4% | 50 |
|
2022
Q3 | $841K | Sell |
50,532
-4,644
| -8% | -$77.3K | 0.4% | 53 |
|
2022
Q2 | $925K | Sell |
55,176
-10,811
| -16% | -$181K | 0.43% | 53 |
|
2022
Q1 | $1.05M | Hold |
65,987
| – | – | 0.47% | 49 |
|
2021
Q4 | $1.05M | Buy |
65,987
+3,137
| +5% | +$49.8K | 0.47% | 49 |
|
2021
Q3 | $1.05M | Buy |
62,850
+500
| +0.8% | +$8.36K | 0.59% | 40 |
|
2021
Q2 | $1.14M | Buy |
62,350
+576
| +0.9% | +$10.5K | 0.66% | 32 |
|
2021
Q1 | $1.02M | Buy |
61,774
+5,619
| +10% | +$93K | 0.66% | 35 |
|
2020
Q4 | $828K | Buy |
+56,155
| New | +$828K | 0.71% | 39 |
|