Wealthspire Advisors (New York)’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 | $250K | Sell |
8,508
-2,300
| -21% | -$67.6K | ﹤0.01% | 719 |
|
|
2025
Q1 | $308K | Buy |
10,808
+2,602
| +32% | +$74.2K | ﹤0.01% | 635 |
|
|
2024
Q4 | $225K | Buy |
+8,206
| New | +$225K | ﹤0.01% | 718 |
|
|
2023
Q2 | – | Sell |
-20,147
| Closed | -$353K | – | 567 |
|
|
2023
Q1 | $353K | Buy |
20,147
+5,767
| +40% | +$101K | 0.01% | 413 |
|
|
2022
Q4 | $260K | Buy |
14,380
+3,426
| +31% | +$61.9K | ﹤0.01% | 484 |
|
|
2022
Q3 | $182K | Sell |
10,954
-258
| -2% | -$4.29K | ﹤0.01% | 484 |
|
|
2022
Q2 | $188K | Sell |
11,212
-8,485
| -43% | -$142K | ﹤0.01% | 472 |
|
|
2022
Q1 | $372K | Sell |
19,697
-14,628
| -43% | -$276K | 0.01% | 318 |
|
|
2021
Q4 | $544K | Buy |
34,325
+16,309
| +91% | +$258K | 0.01% | 309 |
|
|
2021
Q3 | $301K | Buy |
18,016
+6,054
| +51% | +$101K | 0.01% | 461 |
|
|
2021
Q2 | $218K | Sell |
11,962
-37,419
| -76% | -$682K | 0.01% | 345 |
|
|
2021
Q1 | $822K | Buy |
49,381
+11,883
| +32% | +$198K | 0.02% | 296 |
|
|
2020
Q4 | $513K | Buy |
37,498
+23,146
| +161% | +$317K | 0.02% | 301 |
|
|
2020
Q3 | $177K | Buy |
14,352
+693
| +5% | +$8.55K | 0.01% | 307 |
|
|
2020
Q2 | $207K | Sell |
13,659
-33,800
| -71% | -$512K | 0.01% | 256 |
|
|
2020
Q1 | $661K | Buy |
+47,459
| New | +$661K | 0.03% | 256 |
|
|
2019
Q1 | – | Sell |
-2,405
| Closed | -$37K | – | 453 |
|
|
2018
Q4 | $37K | Buy |
+2,405
| New | +$37K | ﹤0.01% | 226 |
|