WKWM
Walter & Keenan Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
34,674
+3,444
| +11% | +$101K | 0.3% | 75 |
|
|
2025
Q1 | $891K | Buy |
31,230
+471
| +2% | +$13.4K | 0.27% | 84 |
|
|
2024
Q4 | $843K | Sell |
30,759
-423
| -1% | -$11.6K | 0.25% | 84 |
|
|
2024
Q3 | $689K | Sell |
31,182
-934
| -3% | -$20.6K | 0.21% | 94 |
|
|
2024
Q2 | $638K | Buy |
32,116
+705
| +2% | +$14K | 0.2% | 91 |
|
|
2024
Q1 | $576K | Sell |
31,411
-1,058
| -3% | -$19.4K | 0.19% | 97 |
|
|
2023
Q4 | $573K | Sell |
32,469
-7,922
| -20% | -$140K | 0.2% | 93 |
|
|
2023
Q3 | $670K | Sell |
40,391
-24,426
| -38% | -$405K | 0.26% | 85 |
|
|
2023
Q2 | $1.12M | Sell |
64,817
-9,429
| -13% | -$162K | 0.41% | 65 |
|
|
2023
Q1 | $1.3M | Buy |
74,246
+7,887
| +12% | +$138K | 0.49% | 57 |
|
|
2022
Q4 | $1.2M | Buy |
66,359
+21,315
| +47% | +$385K | 0.47% | 56 |
|
|
2022
Q3 | $750K | Buy |
+45,044
| New | +$750K | 0.32% | 72 |
|
|
2021
Q1 | – | Sell |
-10,635
| Closed | -$145K | – | 152 |
|
|
2020
Q4 | $145K | Hold |
10,635
| – | – | 0.05% | 141 |
|
|
2020
Q3 | $131K | Hold |
10,635
| – | – | 0.05% | 135 |
|
|
2020
Q2 | $159K | Buy |
+10,635
| New | +$159K | 0.06% | 138 |
|
|
2020
Q1 | – | Sell |
-10,635
| Closed | -$225K | – | 153 |
|
|
2019
Q4 | $225K | Buy |
10,635
+980
| +10% | +$20.7K | 0.09% | 144 |
|
|
2019
Q3 | $199K | Buy |
+9,655
| New | +$199K | 0.08% | 149 |
|
|
2019
Q1 | – | Sell |
-14,254
| Closed | -$219K | – | 162 |
|
|
2018
Q4 | $219K | Buy |
14,254
+3,620
| +34% | +$55.6K | 0.1% | 141 |
|
|
2018
Q3 | $189 | Buy |
+10,634
| New | +$189 | 0.06% | 163 |
|
|
2018
Q2 | – | Sell |
-10,006
| Closed | -$151K | – | 179 |
|
|
2018
Q1 | $151K | Hold |
10,006
| – | – | 0.07% | 172 |
|
|
2017
Q4 | $181K | Sell |
10,006
-1,000
| -9% | -$18.1K | 0.08% | 172 |
|
|
2017
Q3 | $211K | Sell |
11,006
-1,000
| -8% | -$19.2K | 0.1% | 157 |
|
|
2017
Q2 | $230K | Sell |
12,006
-1,250
| -9% | -$23.9K | 0.12% | 140 |
|
|
2017
Q1 | $288K | Sell |
13,256
-3,830
| -22% | -$83.2K | 0.15% | 116 |
|
|
2016
Q4 | $354K | Sell |
17,086
-2,074
| -11% | -$43K | 0.19% | 99 |
|
|
2016
Q3 | $443K | Sell |
19,160
-1,376
| -7% | -$31.8K | 0.24% | 89 |
|
|
2016
Q2 | $384K | Sell |
20,536
-11,272
| -35% | -$211K | 0.21% | 94 |
|
|
2016
Q1 | $568K | Sell |
31,808
-24,737
| -44% | -$442K | 0.33% | 76 |
|
|
2015
Q4 | $844K | Sell |
56,545
-68,172
| -55% | -$1.02M | 0.49% | 54 |
|
|
2015
Q3 | $3.45M | Buy |
124,717
+5,210
| +4% | +$144K | 2.13% | 12 |
|
|
2015
Q2 | $4.59M | Buy |
119,507
+1,776
| +2% | +$68.2K | 2.66% | 5 |
|
|
2015
Q1 | $4.95M | Buy |
117,731
+1,921
| +2% | +$80.8K | 2.8% | 4 |
|
|
2014
Q4 | $4.9M | Buy |
115,810
+67,910
| +142% | +$2.87M | 2.79% | 6 |
|
|
2014
Q3 | $1.84M | Buy |
47,900
+1,500
| +3% | +$57.5K | 1.08% | 31 |
|
|
2014
Q2 | $1.68M | Buy |
46,400
+7,000
| +18% | +$254K | 0.88% | 38 |
|
|
2014
Q1 | $1.28M | Buy |
+39,400
| New | +$1.28M | 0.7% | 50 |
|