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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