Atwood & Palmer’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
+4,000
| New | +$118K | 0.01% | 176 |
|
|
2018
Q4 | – | Sell |
-5,891
| Closed | -$104K | – | 326 |
|
|
2018
Q3 | $104K | Hold |
5,891
| – | – | 0.01% | 155 |
|
|
2018
Q2 | $104K | Sell |
5,891
-4,641
| -44% | -$81.9K | 0.01% | 152 |
|
|
2018
Q1 | $159K | Sell |
10,532
-1,079
| -9% | -$16.3K | 0.02% | 134 |
|
|
2017
Q4 | $210K | Hold |
11,611
| – | – | 0.03% | 128 |
|
|
2017
Q3 | $223K | Hold |
11,611
| – | – | 0.03% | 119 |
|
|
2017
Q2 | $222K | Buy |
11,611
+9,250
| +392% | +$177K | 0.03% | 121 |
|
|
2017
Q1 | $51K | Hold |
2,361
| – | – | 0.01% | 175 |
|
|
2016
Q4 | $49K | Hold |
2,361
| – | – | 0.01% | 170 |
|
|
2016
Q3 | $55K | Hold |
2,361
| – | – | 0.01% | 165 |
|
|
2016
Q2 | $44K | Hold |
2,361
| – | – | 0.01% | 178 |
|
|
2016
Q1 | $42K | Sell |
2,361
-993
| -30% | -$17.7K | 0.01% | 183 |
|
|
2015
Q4 | $50K | Hold |
3,354
| – | – | 0.01% | 204 |
|
|
2015
Q3 | $93K | Sell |
3,354
-1,875
| -36% | -$52K | 0.02% | 158 |
|
|
2015
Q2 | $201K | Buy |
5,229
+675
| +15% | +$25.9K | 0.04% | 128 |
|
|
2015
Q1 | $192K | Hold |
4,554
| – | – | 0.03% | 124 |
|
|
2014
Q4 | $193K | Buy |
4,554
+3,404
| +296% | +$144K | 0.04% | 126 |
|
|
2014
Q3 | $50K | Sell |
1,150
-146
| -11% | -$6.35K | 0.01% | 200 |
|
|
2014
Q2 | $47K | Buy |
+1,296
| New | +$47K | 0.01% | 190 |
|