AHC
Adell Harriman & Carpenter’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
48,163
+315
| +0.7% | +$9.26K | 0.09% | 98 |
|
|
2025
Q1 | $1.37M | Buy |
47,848
+96
| +0.2% | +$2.74K | 0.1% | 96 |
|
|
2024
Q4 | $1.31M | Sell |
47,752
-9,002
| -16% | -$247K | 0.09% | 95 |
|
|
2024
Q3 | $1.25M | Buy |
56,754
+324
| +0.6% | +$7.16K | 0.09% | 95 |
|
|
2024
Q2 | $1.12M | Sell |
56,430
-5,214
| -8% | -$104K | 0.09% | 95 |
|
|
2024
Q1 | $1.13M | Buy |
61,644
+1,174
| +2% | +$21.5K | 0.09% | 98 |
|
|
2023
Q4 | $1.07M | Sell |
60,470
-2,540
| -4% | -$44.8K | 0.1% | 98 |
|
|
2023
Q3 | $1.04M | Sell |
63,010
-9,805
| -13% | -$163K | 0.11% | 96 |
|
|
2023
Q2 | $1.26M | Sell |
72,815
-1,045
| -1% | -$18K | 0.13% | 94 |
|
|
2023
Q1 | $1.29M | Sell |
73,860
-1,631
| -2% | -$28.6K | 0.14% | 94 |
|
|
2022
Q4 | $1.36M | Sell |
75,491
-3,244
| -4% | -$58.7K | 0.16% | 92 |
|
|
2022
Q3 | $1.31M | Sell |
78,735
-8,580
| -10% | -$143K | 0.16% | 96 |
|
|
2022
Q2 | $1.46M | Sell |
87,315
-10,089
| -10% | -$169K | 0.18% | 84 |
|
|
2022
Q1 | $1.84M | Sell |
97,404
-3,020
| -3% | -$57.1K | 0.18% | 96 |
|
|
2021
Q4 | $1.59M | Sell |
100,424
-937
| -0.9% | -$14.9K | 0.15% | 100 |
|
|
2021
Q3 | $1.7M | Buy |
101,361
+11,694
| +13% | +$196K | 0.18% | 99 |
|
|
2021
Q2 | $1.63M | Sell |
89,667
-2,905
| -3% | -$53K | 0.17% | 98 |
|
|
2021
Q1 | $1.54M | Buy |
92,572
+29,585
| +47% | +$493K | 0.19% | 92 |
|
|
2020
Q4 | $861K | Sell |
62,987
-59,342
| -49% | -$811K | 0.11% | 98 |
|
|
2020
Q3 | $1.51M | Sell |
122,329
-61,452
| -33% | -$758K | 0.23% | 80 |
|
|
2020
Q2 | $2.79M | Buy |
183,781
+37,310
| +25% | +$566K | 0.48% | 64 |
|
|
2020
Q1 | $2.04M | Sell |
146,471
-11,798
| -7% | -$164K | 0.43% | 64 |
|
|
2019
Q4 | $3.35M | Buy |
158,269
+4,362
| +3% | +$92.3K | 0.55% | 60 |
|
|
2019
Q3 | $3.17M | Sell |
153,907
-900
| -0.6% | -$18.5K | 0.57% | 60 |
|
|
2019
Q2 | $3.23M | Buy |
154,807
+8,107
| +6% | +$169K | 0.6% | 57 |
|
|
2019
Q1 | $2.94M | Buy |
146,700
+15,397
| +12% | +$308K | 0.57% | 55 |
|
|
2018
Q4 | $2.02M | Buy |
131,303
+24,851
| +23% | +$382K | 0.45% | 60 |
|
|
2018
Q3 | $1.89M | Buy |
106,452
+34,200
| +47% | +$606K | 0.35% | 68 |
|
|
2018
Q2 | $1.28M | Buy |
+72,252
| New | +$1.28M | 0.25% | 81 |
|
|
2017
Q2 | – | Sell |
-23,115
| Closed | -$503K | – | 149 |
|
|
2017
Q1 | $503K | Sell |
23,115
-2,527
| -10% | -$54.9K | 0.12% | 101 |
|
|
2016
Q4 | $531K | Sell |
25,642
-4,374
| -15% | -$90.6K | 0.13% | 93 |
|
|
2016
Q3 | $694K | Sell |
30,016
-3,077
| -9% | -$71.2K | 0.18% | 85 |
|
|
2016
Q2 | $620K | Sell |
33,093
-9,465
| -22% | -$177K | 0.16% | 90 |
|
|
2016
Q1 | $760K | Sell |
42,558
-10,057
| -19% | -$180K | 0.2% | 85 |
|
|
2015
Q4 | $785K | Sell |
52,615
-69,660
| -57% | -$1.04M | 0.21% | 82 |
|
|
2015
Q3 | $3.38M | Sell |
122,275
-21,917
| -15% | -$607K | 0.99% | 43 |
|
|
2015
Q2 | $5.54M | Buy |
144,192
+6,623
| +5% | +$254K | 1.43% | 22 |
|
|
2015
Q1 | $5.79M | Buy |
137,569
+8,852
| +7% | +$372K | 1.52% | 21 |
|
|
2014
Q4 | $5.45M | Buy |
+128,717
| New | +$5.45M | 1.48% | 21 |
|