Walled Lake Planning & 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 | $456K | Buy |
15,508
+9
| +0.1% | +$265 | 0.15% | 77 |
|
|
2025
Q1 | $442K | Buy |
15,499
+9
| +0.1% | +$257 | 0.16% | 76 |
|
|
2024
Q4 | $424K | Sell |
15,490
-1,615
| -9% | -$44.3K | 0.16% | 78 |
|
|
2024
Q3 | $378K | Buy |
17,105
+11
| +0.1% | +$243 | 0.14% | 84 |
|
|
2024
Q2 | $340K | Buy |
17,094
+12
| +0.1% | +$238 | 0.14% | 86 |
|
|
2024
Q1 | $313K | Buy |
17,082
+14
| +0.1% | +$257 | 0.13% | 83 |
|
|
2023
Q4 | $301K | Buy |
17,068
+14
| +0.1% | +$247 | 0.14% | 78 |
|
|
2023
Q3 | $283K | Sell |
17,054
-1,246
| -7% | -$20.7K | 0.14% | 70 |
|
|
2023
Q2 | $315K | Buy |
18,300
+3,039
| +20% | +$52.3K | 0.15% | 63 |
|
|
2023
Q1 | $267K | Buy |
+15,261
| New | +$267K | 0.14% | 68 |
|
|
2022
Q4 | – | Sell |
-15,202
| Closed | -$253K | – | 71 |
|
|
2022
Q3 | $253K | Buy |
15,202
+29
| +0.2% | +$483 | 0.18% | 61 |
|
|
2022
Q2 | $254K | Buy |
15,173
+28
| +0.2% | +$469 | 0.18% | 61 |
|
|
2022
Q1 | $286K | Buy |
15,145
+29
| +0.2% | +$548 | 0.17% | 66 |
|
|
2021
Q4 | $240K | Buy |
15,116
+30
| +0.2% | +$476 | 0.14% | 82 |
|
|
2021
Q3 | $252K | Buy |
15,086
+28
| +0.2% | +$468 | 0.16% | 66 |
|
|
2021
Q2 | $275K | Buy |
15,058
+27
| +0.2% | +$493 | 0.18% | 65 |
|
|
2021
Q1 | $250K | Buy |
15,031
+31
| +0.2% | +$516 | 0.17% | 64 |
|
|
2020
Q4 | $205K | Buy |
15,000
+35
| +0.2% | +$478 | 0.16% | 68 |
|
|
2020
Q3 | $185K | Buy |
14,965
+31
| +0.2% | +$383 | 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% | +$265 | 0.1% | 81 |
|
|
2019
Q4 | $168K | Buy |
+7,932
| New | +$168K | 0.12% | 70 |
|