Bison Wealth’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$485K Sell
17,683
-1,330
-7% -$36.4K 0.11% 161
2024
Q3
$420K Sell
19,013
-7,561
-28% -$167K 0.07% 261
2024
Q2
$487K Hold
26,574
0.08% 247
2024
Q1
$487K Buy
26,574
+391
+1% +$7.17K 0.08% 247
2023
Q4
$462K Buy
26,183
+1,371
+6% +$24.2K 0.08% 246
2023
Q3
$411K Sell
24,812
-196
-0.8% -$3.25K 0.08% 249
2023
Q2
$431K Buy
+25,008
New +$431K 0.08% 245
2016
Q4
Sell
-9,114
Closed -$211K 194
2016
Q3
$211K Sell
9,114
-1,241
-12% -$28.7K 0.18% 156
2016
Q2
$193K Buy
+10,355
New +$193K 0.12% 181
2015
Q4
Sell
-41,819
Closed -$1.16M 245
2015
Q3
$1.16M Buy
41,819
+687
+2% +$19K 0.76% 30
2015
Q2
$1.56M Buy
41,132
+3,873
+10% +$147K 0.91% 26
2015
Q1
$1.57M Buy
37,259
+8,784
+31% +$369K 0.95% 24
2014
Q4
$1.21M Buy
+28,475
New +$1.21M 0.91% 25