Caldwell Trust’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Hold |
503
|
|
||||
|
2025
Q1 | $14.4K | Buy |
503
+375
|
|
||||
|
2024
Q4 | $3.51K | Hold |
128
|
|
||||
|
2024
Q3 | $2.83K | Hold |
128
|
|
||||
|
2024
Q2 | $2.54K | Hold |
128
|
|
||||
|
2024
Q1 | $2.35K | Buy |
+128
|
|
||||
|
2023
Q4 | – | Sell |
-192
|
|
||||
|
2023
Q3 | $3.18K | Hold |
192
|
|
||||
|
2023
Q2 | $3.31K | Sell |
192
-658
|
|
||||
|
2023
Q1 | $14.9K | Hold |
850
|
|
||||
|
2022
Q4 | $15.4K | Buy |
850
+96
|
|
||||
|
2022
Q3 | $12.5K | Buy |
754
+254
|
|
||||
|
2022
Q2 | $8.38K | Hold |
500
|
|
||||
|
2022
Q1 | $9.46K | Sell |
500
-250
|
|
||||
|
2021
Q4 | $11.9K | Sell |
750
-250
|
|
||||
|
2021
Q3 | $16.7K | Buy |
1,000
+378
|
|
||||
|
2021
Q2 | $11.3K | Hold |
622
|
|
||||
|
2021
Q1 | $10.4K | Sell |
622
-800
|
|
||||
|
2020
Q4 | $19.4K | Buy |
1,422
+400
|
|
||||
|
2020
Q3 | $12.6K | Sell |
1,022
-2,846
|
|
||||
|
2020
Q2 | $58.7K | Sell |
3,868
-2
|
|
||||
|
2020
Q1 | $53.9K | Sell |
3,870
-2,107
|
|
||||
|
2019
Q4 | $127K | Buy |
+5,977
|
|