WA
WealthTrust Axiom’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
493,449
-20,582
| -4% | -$605K | 4.27% | 2 |
|
|
2025
Q1 | $14.7M | Sell |
514,031
-33,771
| -6% | -$963K | 4.47% | 2 |
|
|
2024
Q4 | $15M | Sell |
547,802
-6,746
| -1% | -$185K | 4.47% | 2 |
|
|
2024
Q3 | $12.2M | Sell |
554,548
-4,481
| -0.8% | -$99K | 3.63% | 3 |
|
|
2024
Q2 | $11.1M | Sell |
559,029
-5,555
| -1% | -$110K | 3.68% | 3 |
|
|
2024
Q1 | $10.4M | Sell |
564,584
-372
| -0.1% | -$6.82K | 3.34% | 4 |
|
|
2023
Q4 | $9.97M | Buy |
564,956
+3,581
| +0.6% | +$63.2K | 3.33% | 4 |
|
|
2023
Q3 | $9.31M | Sell |
561,375
-6,761
| -1% | -$112K | 3.35% | 5 |
|
|
2023
Q2 | $9.78M | Buy |
568,136
+39,442
| +7% | +$679K | 3.25% | 5 |
|
|
2023
Q1 | $9.26M | Sell |
528,694
-702
| -0.1% | -$12.3K | 3.16% | 5 |
|
|
2022
Q4 | $9.57M | Buy |
529,396
+3,645
| +0.7% | +$65.9K | 3.34% | 4 |
|
|
2022
Q3 | $8.75M | Buy |
525,751
+10,308
| +2% | +$172K | 3.33% | 3 |
|
|
2022
Q2 | $8.64M | Buy |
515,443
+46,420
| +10% | +$778K | 3.08% | 4 |
|
|
2022
Q1 | $8.87M | Buy |
469,023
+2,115
| +0.5% | +$40K | 2.77% | 6 |
|
|
2021
Q4 | $7.41M | Buy |
466,908
+47,736
| +11% | +$757K | 2.37% | 7 |
|
|
2021
Q3 | $7.01M | Buy |
419,172
+58,087
| +16% | +$972K | 2.37% | 8 |
|
|
2021
Q2 | $6.58M | Sell |
361,085
-13,685
| -4% | -$249K | 2.11% | 10 |
|
|
2021
Q1 | $6.24M | Buy |
374,770
+68,802
| +22% | +$1.15M | 2.11% | 11 |
|
|
2020
Q4 | $4.18M | Buy |
305,968
+105,316
| +52% | +$1.44M | 1.52% | 16 |
|
|
2020
Q3 | $2.47M | Buy |
200,652
+87,618
| +78% | +$1.08M | 1.07% | 27 |
|
|
2020
Q2 | $1.71M | Sell |
113,034
-236
| -0.2% | -$3.58K | 0.75% | 38 |
|
|
2020
Q1 | $1.58M | Buy |
113,270
+19,945
| +21% | +$278K | 0.77% | 37 |
|
|
2019
Q4 | $1.98M | Buy |
93,325
+5,322
| +6% | +$113K | 0.66% | 45 |
|
|
2019
Q3 | $1.81M | Buy |
88,003
+41,757
| +90% | +$860K | 0.64% | 43 |
|
|
2019
Q2 | $965K | Buy |
46,246
+516
| +1% | +$10.8K | 0.34% | 74 |
|
|
2019
Q1 | $915K | Sell |
45,730
-256
| -0.6% | -$5.12K | 0.33% | 76 |
|
|
2018
Q4 | $707K | Sell |
45,986
-1,080
| -2% | -$16.6K | 0.29% | 84 |
|
|
2018
Q3 | $834K | Buy |
47,066
+1,139
| +2% | +$20.2K | 0.28% | 83 |
|
|
2018
Q2 | $811K | Buy |
45,927
+265
| +0.6% | +$4.68K | 0.29% | 80 |
|
|
2018
Q1 | $687K | Buy |
45,662
+176
| +0.4% | +$2.65K | 0.25% | 95 |
|
|
2017
Q4 | $821K | Buy |
45,486
+4,108
| +10% | +$74.1K | 0.31% | 78 |
|
|
2017
Q3 | $793K | Buy |
41,378
+2,708
| +7% | +$51.9K | 0.3% | 83 |
|
|
2017
Q2 | $740K | Sell |
38,670
-2,727
| -7% | -$52.2K | 0.28% | 92 |
|
|
2017
Q1 | $899K | Sell |
41,397
-1,263
| -3% | -$27.4K | 0.33% | 80 |
|
|
2016
Q4 | $883K | Sell |
42,660
-650
| -2% | -$13.5K | 0.32% | 82 |
|
|
2016
Q3 | $1M | Sell |
43,310
-299
| -0.7% | -$6.91K | 0.37% | 76 |
|
|
2016
Q2 | $816K | Buy |
43,609
+18
| +0% | +$337 | 0.31% | 82 |
|
|
2016
Q1 | $778K | Buy |
43,591
+6,620
| +18% | +$118K | 0.31% | 81 |
|
|
2015
Q4 | $551K | Buy |
36,971
+15,896
| +75% | +$237K | 0.22% | 96 |
|
|
2015
Q3 | $583K | Buy |
21,075
+6,178
| +41% | +$171K | 0.24% | 91 |
|
|
2015
Q2 | $571K | Sell |
14,897
-83
| -0.6% | -$3.18K | 0.21% | 92 |
|
|
2015
Q1 | $630K | Buy |
14,980
+317
| +2% | +$13.3K | 0.22% | 93 |
|
|
2014
Q4 | $620K | Buy |
+14,663
| New | +$620K | 0.22% | 93 |
|