Number of Shares
74,085.00
Current Holdings Value*
$2.11 Mil
% of Portfolio
0.54%
Total Estimate Gain
$1.09 Mil
% of Total Estimate Gain
37.53%

Compass Wealth Management LLC's Kinder Morgan Inc Holding Summary

As of 2025-03-31, Compass Wealth Management LLC held 74,085.00 shares of Kinder Morgan Inc(KMI), totaling $2.11 Mil. This investment constitutes 0.54% of their stock portfolio, and Compass Wealth Management LLC now holds 0% of the outstanding Kinder Morgan Inc(KMI) stock.

The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 4 purchases of KMI, at an average price of $18.05, for a total of 160,738.00 shares. In addition, there have been 5 sales at an average price of $22.65 for 86,653.00 shares. Based on historical transaction data and KMI's current price of $27.36, Compass Wealth Management LLC's estimated gain on his KMI holdings is $1.09 Mil, reflecting a 37.53% gain to date.

Compass Wealth Management LLC KMI ($27.36) Holding Chart

Compass Wealth Management LLC KMI ($27.36) 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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