Venturi Wealth Management’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 | $323K | Sell |
10,972
-2,083
| -16% | -$61.2K | 0.02% | 405 |
|
|
2025
Q1 | $372K | Buy |
13,055
+663
| +5% | +$18.9K | 0.02% | 389 |
|
|
2024
Q4 | $340K | Buy |
12,392
+683
| +6% | +$18.7K | 0.02% | 416 |
|
|
2024
Q3 | $259K | Sell |
11,709
-104
| -0.9% | -$2.3K | 0.01% | 416 |
|
|
2024
Q2 | $235K | Buy |
11,813
+1,804
| +18% | +$35.8K | 0.01% | 383 |
|
|
2024
Q1 | $184K | Sell |
10,009
-79
| -0.8% | -$1.45K | 0.01% | 352 |
|
|
2023
Q4 | $178K | Buy |
10,088
+1,164
| +13% | +$20.5K | 0.01% | 361 |
|
|
2023
Q3 | $148K | Sell |
8,924
-78
| -0.9% | -$1.29K | 0.01% | 363 |
|
|
2023
Q2 | $155K | Buy |
9,002
+82
| +0.9% | +$1.41K | 0.01% | 329 |
|
|
2023
Q1 | $156K | Buy |
+8,920
| New | +$156K | 0.01% | 353 |
|
|
2021
Q3 | – | Sell |
-10,008
| Closed | -$182K | – | 324 |
|
|
2021
Q2 | $182K | Buy |
+10,008
| New | +$182K | 0.02% | 297 |
|
|
2020
Q4 | – | Sell |
-20,163
| Closed | -$249K | – | 320 |
|
|
2020
Q3 | $249K | Sell |
20,163
-38,687
| -66% | -$478K | 0.03% | 250 |
|
|
2020
Q2 | $893K | Sell |
58,850
-8,082
| -12% | -$123K | 0.12% | 112 |
|
|
2020
Q1 | $932K | Buy |
66,932
+29,633
| +79% | +$413K | 0.16% | 97 |
|
|
2019
Q4 | $790K | Buy |
37,299
+26,173
| +235% | +$554K | 0.1% | 126 |
|
|
2019
Q3 | $229K | Sell |
11,126
-114
| -1% | -$2.35K | 0.03% | 213 |
|
|
2019
Q2 | $235K | Buy |
+11,240
| New | +$235K | 0.03% | 228 |
|