Bartlett & Co Wealth Management’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 | $1.26M | Buy |
42,742
+162
| +0.4% | +$4.76K | 0.02% | 238 |
|
|
2025
Q1 | $1.21M | Sell |
42,580
-1,890
| -4% | -$53.9K | 0.02% | 236 |
|
|
2024
Q4 | $1.22M | Sell |
44,470
-1,500
| -3% | -$41.1K | 0.02% | 235 |
|
|
2024
Q3 | $1.02M | Sell |
45,970
-4,900
| -10% | -$108K | 0.01% | 254 |
|
|
2024
Q2 | $1.01M | Sell |
50,870
-22,400
| -31% | -$445K | 0.02% | 253 |
|
|
2024
Q1 | $1.34M | Sell |
73,270
-11,400
| -13% | -$209K | 0.02% | 235 |
|
|
2023
Q4 | $1.5M | Hold |
84,670
| – | – | 0.02% | 230 |
|
|
2023
Q3 | $1.4M | Sell |
84,670
-4,400
| -5% | -$73K | 0.03% | 227 |
|
|
2023
Q2 | $1.53M | Buy |
89,070
+82,070
| +1,172% | +$1.41M | 0.03% | 225 |
|
|
2023
Q1 | $123K | Buy |
+7,000
| New | +$123K | ﹤0.01% | 440 |
|
|
2021
Q1 | – | Sell |
-97
| Closed | -$1.33K | – | 1155 |
|
|
2020
Q4 | $1.33K | Buy |
+97
| New | +$1.33K | ﹤0.01% | 995 |
|
|
2020
Q1 | – | Sell |
-58
| Closed | -$1.23K | – | 877 |
|
|
2019
Q4 | $1.23K | Sell |
58
-94
| -62% | -$1.99K | ﹤0.01% | 825 |
|
|
2019
Q3 | $3.13K | Sell |
152
-1,597
| -91% | -$32.9K | ﹤0.01% | 803 |
|
|
2019
Q2 | $36.5K | Buy |
+1,749
| New | +$36.5K | ﹤0.01% | 476 |
|