WAM
WFA Asset Management’s Kinder Morgan KMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.9K | Hold |
800
| – | – | 0.01% | 148 |
|
2025
Q1 | $14.7K | Hold |
800
| – | – | 0.01% | 171 |
|
2024
Q4 | $21.9K | Hold |
800
| – | – | 0.01% | 154 |
|
2024
Q3 | $17.7K | Hold |
800
| – | – | 0.01% | 142 |
|
2024
Q2 | $15.9K | Hold |
800
| – | – | 0.01% | 149 |
|
2024
Q1 | $14.7K | Sell |
800
-813
| -50% | -$14.9K | 0.01% | 172 |
|
2023
Q4 | $28.5K | Buy |
1,613
+13
| +0.8% | +$229 | 0.02% | 126 |
|
2023
Q3 | $26.5K | Hold |
1,600
| – | – | 0.02% | 126 |
|
2023
Q2 | $27.6K | Buy |
1,600
+400
| +33% | +$6.89K | 0.02% | 127 |
|
2023
Q1 | $21K | Buy |
+1,200
| New | +$21K | 0.01% | 141 |
|