BFS
Bard Financial Services’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$82.8K | 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% | +$27.1K | 0.03% | 216 |
|
|
2022
Q3 | $349K | Buy |
21,000
+1,750
| +9% | +$29.1K | 0.03% | 221 |
|
|
2022
Q2 | $323K | Buy |
19,250
+3,750
| +24% | +$62.9K | 0.03% | 230 |
|
|
2022
Q1 | $293K | Buy |
+15,500
| New | +$293K | 0.02% | 243 |
|