WAS
Winch Advisory Services’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.4K | Buy |
1,135
+12
| +1% | +$353 | 0.01% | 189 |
|
|
2025
Q1 | $32K | Buy |
1,123
+12
| +1% | +$342 | 0.01% | 187 |
|
|
2024
Q4 | $30.4K | Buy |
1,111
+12
| +1% | +$329 | 0.01% | 193 |
|
|
2024
Q3 | $24.3K | Buy |
1,099
+15
| +1% | +$331 | 0.01% | 203 |
|
|
2024
Q2 | $21.5K | Buy |
1,084
+16
| +1% | +$318 | 0.01% | 205 |
|
|
2024
Q1 | $19.6K | Buy |
1,068
+18
| +2% | +$330 | 0.01% | 210 |
|
|
2023
Q4 | $18.5K | Buy |
1,050
+17
| +2% | +$300 | 0.01% | 210 |
|
|
2023
Q3 | $17K | Buy |
1,033
+16
| +2% | +$263 | 0.01% | 209 |
|
|
2023
Q2 | $18K | Buy |
1,017
+17
| +2% | +$301 | 0.01% | 202 |
|
|
2023
Q1 | $18K | Buy |
1,000
+655
| +190% | +$11.8K | 0.01% | 201 |
|
|
2022
Q4 | $6K | Buy |
345
+5
| +1% | +$87 | ﹤0.01% | 273 |
|
|
2022
Q3 | $6K | Buy |
340
+5
| +1% | +$88 | ﹤0.01% | 258 |
|
|
2022
Q2 | $6K | Buy |
335
+5
| +2% | +$90 | ﹤0.01% | 272 |
|
|
2022
Q1 | $6K | Buy |
330
+4
| +1% | +$73 | ﹤0.01% | 300 |
|
|
2021
Q4 | $5K | Buy |
326
+6
| +2% | +$92 | ﹤0.01% | 324 |
|
|
2021
Q3 | $5K | Sell |
320
-101
| -24% | -$1.58K | ﹤0.01% | 330 |
|
|
2021
Q2 | $8K | Buy |
421
+6
| +1% | +$114 | ﹤0.01% | 293 |
|
|
2021
Q1 | $7K | Buy |
415
+7
| +2% | +$118 | ﹤0.01% | 276 |
|
|
2020
Q4 | $6K | Buy |
+408
| New | +$6K | ﹤0.01% | 281 |
|
|
2019
Q3 | – | Sell |
-113
| Closed | -$2K | – | 389 |
|
|
2019
Q2 | $2K | Buy |
113
+1
| +0.9% | +$18 | ﹤0.01% | 363 |
|
|
2019
Q1 | $2K | Buy |
112
+1
| +0.9% | +$18 | ﹤0.01% | 323 |
|
|
2018
Q4 | $2K | Buy |
111
+1
| +0.9% | +$18 | ﹤0.01% | 295 |
|
|
2018
Q3 | $2K | Sell |
110
-45
| -29% | -$818 | ﹤0.01% | 280 |
|
|
2018
Q2 | $3K | Buy |
155
+48
| +45% | +$929 | ﹤0.01% | 262 |
|
|
2018
Q1 | $2K | Buy |
107
+1
| +0.9% | +$19 | ﹤0.01% | 269 |
|
|
2017
Q4 | $2K | Sell |
106
-237
| -69% | -$4.47K | ﹤0.01% | 263 |
|
|
2017
Q3 | $7K | Buy |
343
+2
| +0.6% | +$41 | ﹤0.01% | 190 |
|
|
2017
Q2 | $7K | Buy |
341
+236
| +225% | +$4.85K | ﹤0.01% | 206 |
|
|
2017
Q1 | $2K | Buy |
105
+1
| +1% | +$19 | ﹤0.01% | 249 |
|
|
2016
Q4 | $2K | Hold |
104
| – | – | ﹤0.01% | 231 |
|
|
2016
Q3 | $2K | Hold |
104
| – | – | ﹤0.01% | 232 |
|
|
2016
Q2 | $2K | Hold |
104
| – | – | ﹤0.01% | 229 |
|
|
2016
Q1 | $2K | Hold |
104
| – | – | ﹤0.01% | 201 |
|
|
2015
Q4 | $2K | Buy |
104
+3
| +3% | +$58 | ﹤0.01% | 216 |
|
|
2015
Q3 | $3K | Buy |
101
+1
| +1% | +$30 | ﹤0.01% | 182 |
|
|
2015
Q2 | $4K | Buy |
100
+23
| +30% | +$920 | ﹤0.01% | 219 |
|
|
2015
Q1 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 235 |
|