BWAM
Boyd Watterson Asset Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
6,804
+311
| +5% | +$9.14K | 0.06% | 131 |
|
|
2025
Q1 | $185K | Sell |
6,493
-13
| -0.2% | -$371 | 0.06% | 133 |
|
|
2024
Q4 | $178K | Sell |
6,506
-60
| -0.9% | -$1.64K | 0.05% | 134 |
|
|
2024
Q3 | $145K | Sell |
6,566
-46
| -0.7% | -$1.02K | 0.04% | 136 |
|
|
2024
Q2 | $131K | Hold |
6,612
| – | – | 0.04% | 133 |
|
|
2024
Q1 | $121K | Buy |
6,612
+271
| +4% | +$4.97K | 0.04% | 141 |
|
|
2023
Q4 | $112K | Sell |
6,341
-38
| -0.6% | -$670 | 0.04% | 145 |
|
|
2023
Q3 | $106K | Sell |
6,379
-13
| -0.2% | -$216 | 0.05% | 143 |
|
|
2023
Q2 | $110K | Buy |
6,392
+28
| +0.4% | +$482 | 0.04% | 142 |
|
|
2023
Q1 | $111K | Buy |
6,364
+1,171
| +23% | +$20.5K | 0.05% | 148 |
|
|
2022
Q4 | $93.9K | Buy |
+5,193
| New | +$93.9K | 0.04% | 156 |
|
|
2020
Q3 | – | Sell |
-11,038
| Closed | -$167K | – | 125 |
|
|
2020
Q2 | $167K | Hold |
11,038
| – | – | 0.11% | 110 |
|
|
2020
Q1 | $154K | Sell |
11,038
-44
| -0.4% | -$614 | 0.13% | 98 |
|
|
2019
Q4 | $235K | Hold |
11,082
| – | – | 0.15% | 108 |
|
|
2019
Q3 | $228K | Buy |
+11,082
| New | +$228K | 0.16% | 106 |
|
|
2018
Q2 | – | Sell |
-32,223
| Closed | -$485K | – | 131 |
|
|
2018
Q1 | $485K | Buy |
32,223
+2,258
| +8% | +$34K | 0.24% | 96 |
|
|
2017
Q4 | $541K | Sell |
29,965
-1,599
| -5% | -$28.9K | 0.26% | 90 |
|
|
2017
Q3 | $605K | Sell |
31,564
-1,401
| -4% | -$26.9K | 0.3% | 95 |
|
|
2017
Q2 | $632K | Sell |
32,965
-6,541
| -17% | -$125K | 0.32% | 89 |
|
|
2017
Q1 | $859K | Buy |
39,506
+3,005
| +8% | +$65.3K | 0.43% | 74 |
|
|
2016
Q4 | $756K | Buy |
36,501
+5,976
| +20% | +$124K | 0.4% | 74 |
|
|
2016
Q3 | $706K | Buy |
30,525
+8,629
| +39% | +$200K | 0.35% | 83 |
|
|
2016
Q2 | $410K | Buy |
21,896
+6,567
| +43% | +$123K | 0.19% | 126 |
|
|
2016
Q1 | $274K | Buy |
15,329
+1,167
| +8% | +$20.9K | 0.13% | 148 |
|
|
2015
Q4 | $211K | Sell |
14,162
-7,349
| -34% | -$109K | 0.1% | 152 |
|
|
2015
Q3 | $595K | Sell |
21,511
-976
| -4% | -$27K | 0.25% | 92 |
|
|
2015
Q2 | $863K | Buy |
22,487
+4,407
| +24% | +$169K | 0.34% | 79 |
|
|
2015
Q1 | $760K | Buy |
+18,080
| New | +$760K | 0.3% | 83 |
|