Annex Advisory Services’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$203K Buy
2025
Q3
Sell
2025
Q2
$284K Sell
2025
Q1
$301K Sell
2024
Q4
$339K Buy
2015
Q3
Sell
2015
Q2
$282K Buy
2015
Q1
$304K Buy
2014
Q4
$282K Buy