Chase Investment Counsel’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Hold
14,064
0.13% 107
2025
Q1
$401K Sell
14,064
-35,594
-72% -$1.01M 0.15% 102
2024
Q4
$1.36M Sell
49,658
-135
-0.3% -$3.7K 0.44% 55
2024
Q3
$1.1M Buy
49,793
+17,145
+53% +$378K 0.37% 71
2024
Q2
$648K Buy
32,648
+4,731
+17% +$93.9K 0.23% 86
2024
Q1
$511K Buy
27,917
+2,677
+11% +$49K 0.19% 95
2023
Q4
$445K Sell
25,240
-2,928
-10% -$51.6K 0.2% 91
2023
Q3
$467K Hold
28,168
0.23% 85
2023
Q2
$485K Sell
28,168
-108,453
-79% -$1.87M 0.24% 64
2023
Q1
$2.39M Buy
136,621
+1,196
+0.9% +$20.9K 1.32% 30
2022
Q4
$2.45M Buy
135,425
+6,284
+5% +$114K 1.5% 30
2022
Q3
$2.15M Hold
129,141
1.36% 29
2022
Q2
$2.16M Buy
129,141
+110,710
+601% +$1.86M 1.17% 35
2022
Q1
$348K Buy
+18,431
New +$348K 0.15% 82