WMA
Wealth Management Associates’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
157,437
+404
| +0.3% | +$11.9K | 1.8% | 13 |
|
|
2025
Q1 | $4.48M | Sell |
157,033
-6,043
| -4% | -$172K | 1.92% | 11 |
|
|
2024
Q4 | $4.47M | Sell |
163,076
-290
| -0.2% | -$7.95K | 1.91% | 12 |
|
|
2024
Q3 | $3.61M | Buy |
163,366
+496
| +0.3% | +$11K | 1.59% | 13 |
|
|
2024
Q2 | $3.24M | Hold |
162,870
| – | – | 1.52% | 14 |
|
|
2024
Q1 | $3.24M | Sell |
162,870
-4,254
| -3% | -$84.5K | 1.52% | 14 |
|
|
2023
Q4 | $2.95M | Buy |
167,124
+799
| +0.5% | +$14.1K | 1.56% | 13 |
|
|
2023
Q3 | $2.76M | Sell |
166,325
-472
| -0.3% | -$7.83K | 1.61% | 14 |
|
|
2023
Q2 | $2.87M | Buy |
166,797
+508
| +0.3% | +$8.75K | 1.63% | 13 |
|
|
2023
Q1 | $2.91M | Buy |
166,289
+89
| +0.1% | +$1.56K | 1.8% | 12 |
|
|
2022
Q4 | $3M | Sell |
166,200
-2,840
| -2% | -$51.3K | 2% | 11 |
|
|
2022
Q3 | $2.81M | Sell |
169,040
-1,064
| -0.6% | -$17.7K | 1.98% | 11 |
|
|
2022
Q2 | $2.85M | Sell |
170,104
-858
| -0.5% | -$14.4K | 1.94% | 11 |
|
|
2022
Q1 | $3.23M | Sell |
170,962
-1,354
| -0.8% | -$25.6K | 1.83% | 11 |
|
|
2021
Q4 | $2.73M | Buy |
172,316
+5,561
| +3% | +$88.2K | 1.47% | 12 |
|
|
2021
Q3 | $2.79M | Buy |
166,755
+571
| +0.3% | +$9.55K | 1.63% | 13 |
|
|
2021
Q2 | $3.03M | Buy |
166,184
+2,483
| +2% | +$45.3K | 1.72% | 13 |
|
|
2021
Q1 | $2.73M | Buy |
163,701
+17,112
| +12% | +$285K | 1.73% | 13 |
|
|
2020
Q4 | $2M | Buy |
146,589
+1,497
| +1% | +$20.5K | 1.32% | 14 |
|
|
2020
Q3 | $1.79M | Buy |
145,092
+2,545
| +2% | +$31.4K | 1.38% | 15 |
|
|
2020
Q2 | $2.16M | Sell |
142,547
-26
| -0% | -$394 | 1.82% | 14 |
|
|
2020
Q1 | $1.98M | Buy |
142,573
+4,583
| +3% | +$63.8K | 2.01% | 14 |
|
|
2019
Q4 | $2.92M | Buy |
137,990
+1,210
| +0.9% | +$25.6K | 2.09% | 12 |
|
|
2019
Q3 | $2.82M | Buy |
136,780
+3,615
| +3% | +$74.5K | 2.27% | 10 |
|
|
2019
Q2 | $2.78M | Buy |
133,165
+2,342
| +2% | +$48.9K | 2.77% | 10 |
|
|
2019
Q1 | $2.62M | Buy |
130,823
+2,123
| +2% | +$42.5K | 2.85% | 9 |
|
|
2018
Q4 | $1.98M | Buy |
+128,700
| New | +$1.98M | 2.67% | 10 |
|