Valley Wealth Managers’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 | $4.6M | Sell |
156,480
-298
| -0.2% | -$8.76K | 0.33% | 65 |
|
|
2025
Q1 | $4.47M | Sell |
156,778
-9,084
| -5% | -$259K | 0.34% | 61 |
|
|
2024
Q4 | $4.54M | Sell |
165,862
-28,473
| -15% | -$780K | 0.34% | 59 |
|
|
2024
Q3 | $4.29M | Sell |
194,335
-6,798
| -3% | -$150K | 0.32% | 74 |
|
|
2024
Q2 | $4M | Sell |
201,133
-14,887
| -7% | -$296K | 0.32% | 74 |
|
|
2024
Q1 | $3.96M | Sell |
216,020
-14,454
| -6% | -$265K | 0.3% | 85 |
|
|
2023
Q4 | $4.07M | Buy |
230,474
+14,882
| +7% | +$263K | 0.32% | 81 |
|
|
2023
Q3 | $3.57M | Sell |
215,592
-5,850
| -3% | -$97K | 0.3% | 94 |
|
|
2023
Q2 | $3.81M | Sell |
221,442
-6,876
| -3% | -$118K | 0.34% | 80 |
|
|
2023
Q1 | $4M | Buy |
228,318
+1,396
| +0.6% | +$24.4K | 0.36% | 78 |
|
|
2022
Q4 | $4.1M | Sell |
226,922
-2,508
| -1% | -$45.3K | 0.38% | 71 |
|
|
2022
Q3 | $3.82M | Sell |
229,430
-4,312
| -2% | -$71.8K | 0.38% | 68 |
|
|
2022
Q2 | $3.92M | Buy |
233,742
+2,041
| +0.9% | +$34.2K | 0.37% | 70 |
|
|
2022
Q1 | $4.38M | Buy |
231,701
+8,572
| +4% | +$162K | 0.37% | 69 |
|
|
2021
Q4 | $3.54M | Buy |
223,129
+558
| +0.3% | +$8.85K | 0.28% | 84 |
|
|
2021
Q3 | $3.72M | Sell |
222,571
-1,732
| -0.8% | -$29K | 0.32% | 71 |
|
|
2021
Q2 | $4.09M | Buy |
224,303
+12,320
| +6% | +$225K | 0.35% | 62 |
|
|
2021
Q1 | $3.53M | Buy |
211,983
+6,710
| +3% | +$112K | 0.32% | 67 |
|
|
2020
Q4 | $2.81M | Buy |
205,273
+20,913
| +11% | +$286K | 0.27% | 74 |
|
|
2020
Q3 | $2.27M | Buy |
+184,360
| New | +$2.27M | 0.25% | 81 |
|
|
2017
Q3 | – | Sell |
-11,870
| Closed | -$227K | – | 124 |
|
|
2017
Q2 | $227K | Buy |
11,870
+6,876
| +138% | +$131K | 0.03% | 121 |
|
|
2017
Q1 | $109K | Sell |
4,994
-2,250
| -31% | -$49.1K | 0.01% | 125 |
|
|
2016
Q4 | $150K | Sell |
7,244
-13,429
| -65% | -$278K | 0.02% | 120 |
|
|
2016
Q3 | $479K | Buy |
20,673
+12,295
| +147% | +$285K | 0.07% | 104 |
|
|
2016
Q2 | $157K | Buy |
+8,378
| New | +$157K | 0.02% | 121 |
|