Walled Lake Planning & Wealth Management’s Kinder Morgan KMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-15,508	Closed	-$456K	–	147
2025 Q2	$456K	Buy	15,508 +9	+0.1%	+$247	0.15%	77
2025 Q1	$442K	Buy	15,499 +9	+0.1%	+$249	0.16%	76
2024 Q4	$424K	Sell	15,490 -1,615	-9%	-$42.1K	0.16%	78
2024 Q3	$378K	Buy	17,105 +11	+0.1%	+$232	0.14%	84
2024 Q2	$340K	Buy	17,094 +12	+0.1%	+$229	0.14%	86
2024 Q1	$313K	Buy	17,082 +14	+0.1%	+$245	0.13%	83
2023 Q4	$301K	Buy	17,068 +14	+0.1%	+$239	0.14%	78
2023 Q3	$283K	Sell	17,054 -1,246	-7%	-$21.5K	0.14%	70
2023 Q2	$315K	Buy	18,300 +3,039	+20%	+$51.6K	0.15%	63
2023 Q1	$267K	Buy	+15,261	New	+$271K	0.14%	68
2022 Q4	–	Sell	-15,202	Closed	-$253K	–	71
2022 Q3	$253K	Buy	15,202 +29	+0.2%	+$515	0.18%	61
2022 Q2	$254K	Buy	15,173 +28	+0.2%	+$524	0.18%	61
2022 Q1	$286K	Buy	15,145 +29	+0.2%	+$510	0.17%	66
2021 Q4	$240K	Buy	15,116 +30	+0.2%	+$499	0.14%	82
2021 Q3	$252K	Buy	15,086 +28	+0.2%	+$476	0.16%	66
2021 Q2	$275K	Buy	15,058 +27	+0.2%	+$481	0.18%	65
2021 Q1	$250K	Buy	15,031 +31	+0.2%	+$473	0.17%	64
2020 Q4	$205K	Buy	15,000 +35	+0.2%	+$468	0.16%	68
2020 Q3	$185K	Buy	14,965 +31	+0.2%	+$432	0.15%	68
2020 Q2	$227K	Buy	14,934 +6,983	+88%	+$106K	0.19%	59
2020 Q1	$111K	Buy	7,951 +19	+0.2%	+$362	0.1%	81
2019 Q4	$168K	Buy	+7,932	New	+$161K	0.12%	70