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