Bogart Wealth, LLC KMI Holdings History

Number of Shares
410,669.00
Current Holdings Value*
$11.72 Mil
% of Portfolio
0.55%
Total Estimate Gain
$140,108.48
% of Total Estimate Gain
1.23%

Bogart Wealth, LLC's Kinder Morgan Inc Holding Summary

As of 2025-03-31, Bogart Wealth, LLC held 410,669.00 shares of Kinder Morgan Inc(KMI), totaling $11.72 Mil. This investment constitutes 0.55% of their stock portfolio, and Bogart Wealth, LLC now holds 0.02% of the outstanding Kinder Morgan Inc(KMI) stock.

The initial trade took place in 2018Q2. And since then Bogart Wealth, LLC has made 10 purchases of KMI, at an average price of $27.46, for a total of 414,571.00 shares. In addition, there have been 6 sales at an average price of $18.96 for 3,902.00 shares. Based on historical transaction data and KMI's current price of $27.88, Bogart Wealth, LLC's estimated gain on his KMI holdings is $140,108.48, reflecting a 1.23% gain to date.

Bogart Wealth, LLC KMI ($27.88) Holding Chart

Bogart Wealth, LLC KMI ($27.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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