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
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