Whalen Wealth Management’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 | $264K | Buy |
+8,985
| New | +$264K | 0.17% | 155 |
|
|
2025
Q1 | – | Sell |
-17,133
| Closed | -$469K | – | 156 |
|
|
2024
Q4 | $469K | Sell |
17,133
-15,219
| -47% | -$417K | 0.33% | 65 |
|
|
2024
Q3 | $715K | Sell |
32,352
-7,771
| -19% | -$172K | 0.51% | 49 |
|
|
2024
Q2 | $797K | Buy |
40,123
+27,478
| +217% | +$546K | 0.63% | 31 |
|
|
2024
Q1 | $232K | Buy |
+12,645
| New | +$232K | 0.17% | 97 |
|