AssetMark Inc’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
47,146
+38,512
| +446% | +$1.13M | ﹤0.01% | 854 |
|
|
2025
Q1 | $246K | Buy |
8,634
+1,283
| +17% | +$36.6K | ﹤0.01% | 1094 |
|
|
2024
Q4 | $201K | Buy |
7,351
+3,038
| +70% | +$83.2K | ﹤0.01% | 1091 |
|
|
2024
Q3 | $95.3K | Buy |
4,313
+1,450
| +51% | +$32K | ﹤0.01% | 1160 |
|
|
2024
Q2 | $56.9K | Sell |
2,863
-25,696
| -90% | -$511K | ﹤0.01% | 1211 |
|
|
2024
Q1 | $524K | Buy |
28,559
+9,473
| +50% | +$174K | ﹤0.01% | 822 |
|
|
2023
Q4 | $337K | Buy |
19,086
+528
| +3% | +$9.31K | ﹤0.01% | 843 |
|
|
2023
Q3 | $308K | Buy |
18,558
+794
| +4% | +$13.2K | ﹤0.01% | 811 |
|
|
2023
Q2 | $306K | Sell |
17,764
-5,144
| -22% | -$88.6K | ﹤0.01% | 787 |
|
|
2023
Q1 | $401K | Sell |
22,908
-47,350
| -67% | -$829K | ﹤0.01% | 741 |
|
|
2022
Q4 | $1.27M | Buy |
70,258
+21,434
| +44% | +$388K | 0.01% | 524 |
|
|
2022
Q3 | $812K | Buy |
48,824
+163
| +0.3% | +$2.71K | ﹤0.01% | 561 |
|
|
2022
Q2 | $816K | Buy |
48,661
+2,154
| +5% | +$36.1K | ﹤0.01% | 547 |
|
|
2022
Q1 | $879K | Sell |
46,507
-2,231,965
| -98% | -$42.2M | ﹤0.01% | 500 |
|
|
2021
Q4 | $36.1M | Buy |
2,278,472
+588,810
| +35% | +$9.34M | 0.15% | 145 |
|
|
2021
Q3 | $28.3M | Buy |
1,689,662
+121,079
| +8% | +$2.03M | 0.13% | 157 |
|
|
2021
Q2 | $28.6M | Buy |
1,568,583
+113,144
| +8% | +$2.06M | 0.13% | 157 |
|
|
2021
Q1 | $24.2M | Buy |
+1,455,439
| New | +$24.2M | 0.13% | 156 |
|
|
2020
Q2 | – | Sell |
-27,201
| Closed | -$379K | – | 1364 |
|
|
2020
Q1 | $379K | Buy |
27,201
+27,126
| +36,168% | +$378K | ﹤0.01% | 402 |
|
|
2019
Q4 | $2K | Buy |
75
+58
| +341% | +$1.55K | ﹤0.01% | 1243 |
|
|
2019
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 1369 |
|
|
2019
Q2 | $0 | Sell |
17
-193
| -92% | – | ﹤0.01% | 1386 |
|
|
2019
Q1 | $4K | Hold |
210
| – | – | ﹤0.01% | 1084 |
|
|
2018
Q4 | $3K | Buy |
210
+193
| +1,135% | +$2.76K | ﹤0.01% | 1167 |
|
|
2018
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 1436 |
|
|
2018
Q2 | $0 | Sell |
17
-78
| -82% | – | ﹤0.01% | 1435 |
|
|
2018
Q1 | $1K | Sell |
95
-909
| -91% | -$9.57K | ﹤0.01% | 1341 |
|
|
2017
Q4 | $18K | Buy |
1,004
+474
| +89% | +$8.5K | ﹤0.01% | 1013 |
|
|
2017
Q3 | $10K | Buy |
530
+202
| +62% | +$3.81K | ﹤0.01% | 1039 |
|
|
2017
Q2 | $6K | Buy |
328
+193
| +143% | +$3.53K | ﹤0.01% | 1088 |
|
|
2017
Q1 | $3K | Buy |
135
+29
| +27% | +$644 | ﹤0.01% | 1088 |
|
|
2016
Q4 | $2K | Sell |
106
-4,914
| -98% | -$92.7K | ﹤0.01% | 1143 |
|
|
2016
Q3 | $116K | Sell |
5,020
-274,674
| -98% | -$6.35M | ﹤0.01% | 476 |
|
|
2016
Q2 | $5.24M | Buy |
279,694
+7,933
| +3% | +$149K | 0.09% | 153 |
|
|
2016
Q1 | $4.85M | Buy |
271,761
+64,313
| +31% | +$1.15M | 0.08% | 151 |
|
|
2015
Q4 | $3.1M | Buy |
207,448
+52,000
| +33% | +$776K | 0.06% | 180 |
|
|
2015
Q3 | $4.3M | Buy |
+155,448
| New | +$4.3M | 0.09% | 136 |
|
|
2014
Q3 | – | Sell |
-15
| Closed | -$1K | – | 493 |
|
|
2014
Q2 | $1K | Sell |
15
-11,989
| -100% | -$799K | ﹤0.01% | 473 |
|
|
2014
Q1 | $390K | Buy |
12,004
+56
| +0.5% | +$1.82K | 0.01% | 332 |
|
|
2013
Q4 | $430K | Buy |
11,948
+171
| +1% | +$6.15K | 0.01% | 330 |
|
|
2013
Q3 | $419K | Buy |
+11,777
| New | +$419K | 0.01% | 324 |
|