Plumb Balanced Fund KMI Holdings History

Number of Shares
27,500.00
Current Holdings Value*
$784,580.00
% of Portfolio
2.13%
Total Estimate Gain
$19,800.00
% of Total Estimate Gain
2.60%

Plumb Balanced Fund's Kinder Morgan Inc Holding Summary

As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 27,500.00 shares of Kinder Morgan Inc(KMI), totaling $784,580.00. This investment constitutes 2.13% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0% of the outstanding Kinder Morgan Inc(KMI) stock.

The initial trade took place in 2025Q1. And since then Plumb Balanced Fund has made 1 purchases of KMI, at an average price of $27.69, for a total of 27,500.00 shares. Based on historical transaction data and KMI's current price of $28.41, Plumb Balanced Fund's estimated gain on his KMI holdings is $19,800.00, reflecting a 2.60% gain to date.

Plumb Balanced Fund KMI ($28.41) Holding Chart

Plumb Balanced Fund KMI ($28.41) 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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