Caldwell Trust’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.2K | Hold |
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|
2025
Q2 | $14.8K | Hold |
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|
2025
Q1 | $14.4K | Buy |
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|
2024
Q4 | $3.51K | Hold |
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|
2024
Q3 | $2.83K | Hold |
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|
2024
Q2 | $2.54K | Hold |
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|
2024
Q1 | $2.35K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.18K | Hold |
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|
2023
Q2 | $3.31K | Sell |
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|
2023
Q1 | $14.9K | Hold |
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|
2022
Q4 | $15.4K | Buy |
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|
2022
Q3 | $12.5K | Buy |
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|
2022
Q2 | $8.38K | Hold |
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|
2022
Q1 | $9.46K | Sell |
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|
2021
Q4 | $11.9K | Sell |
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|
2021
Q3 | $16.7K | Buy |
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|
2021
Q2 | $11.3K | Hold |
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|
2021
Q1 | $10.4K | Sell |
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|
2020
Q4 | $19.4K | Buy |
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|
2020
Q3 | $12.6K | Sell |
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|
2020
Q2 | $58.7K | Sell |
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|
2020
Q1 | $53.9K | Sell |
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|
2019
Q4 | $127K | Buy |
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