Bard Financial 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	$531K	Hold	18,750	–	–	0.06%	145
2025 Q2	$551K	Hold	18,750	–	–	0.07%	140
2025 Q1	$535K	Hold	18,750	–	–	0.07%	145
2024 Q4	$514K	Hold	18,750	–	–	0.06%	141
2024 Q3	$414K	Sell	18,750 -3,750	-17%	-$79K	0.05%	164
2024 Q2	$447K	Hold	22,500	–	–	0.05%	158
2024 Q1	$413K	Hold	22,500	–	–	0.04%	165
2023 Q4	$397K	Hold	22,500	–	–	0.04%	168
2023 Q3	$373K	Hold	22,500	–	–	0.05%	165
2023 Q2	$387K	Hold	22,500	–	–	0.03%	234
2023 Q1	$394K	Hold	22,500	–	–	0.03%	230
2022 Q4	$407K	Buy	22,500 +1,500	+7%	+$27K	0.03%	216
2022 Q3	$349K	Buy	21,000 +1,750	+9%	+$31.1K	0.03%	221
2022 Q2	$323K	Buy	19,250 +3,750	+24%	+$70.2K	0.03%	230
2022 Q1	$293K	Buy	+15,500	New	+$273K	0.02%	243