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 |
|