CAG
Crestwood Advisors Group’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36M | Sell |
1,224,050
-6,613
| -0.5% | -$194K | 0.64% | 51 |
|
|
2025
Q1 | $35.1M | Sell |
1,230,663
-5,079
| -0.4% | -$145K | 0.67% | 44 |
|
|
2024
Q4 | $33.9M | Sell |
1,235,742
-33,322
| -3% | -$913K | 0.63% | 45 |
|
|
2024
Q3 | $28M | Buy |
1,269,064
+1,826
| +0.1% | +$40.3K | 0.54% | 62 |
|
|
2024
Q2 | $25.2M | Sell |
1,267,238
-8,739
| -0.7% | -$174K | 0.52% | 63 |
|
|
2024
Q1 | $23.4M | Sell |
1,275,977
-34,687
| -3% | -$636K | 0.51% | 59 |
|
|
2023
Q4 | $23.1M | Buy |
1,310,664
+5,708
| +0.4% | +$101K | 0.54% | 56 |
|
|
2023
Q3 | $21.6M | Buy |
+1,304,956
| New | +$21.6M | 0.57% | 50 |
|
|
2017
Q2 | – | Sell |
-2,929
| Closed | -$60K | – | 309 |
|
|
2017
Q1 | $60K | Buy |
+2,929
| New | +$60K | 0.01% | 231 |
|
|
2015
Q4 | – | Sell |
-9,250
| Closed | -$256K | – | 153 |
|
|
2015
Q3 | $256K | Sell |
9,250
-1,088
| -11% | -$30.1K | 0.03% | 121 |
|
|
2015
Q2 | $397K | Sell |
10,338
-526
| -5% | -$20.2K | 0.05% | 98 |
|
|
2015
Q1 | $457K | Sell |
10,864
-631
| -5% | -$26.5K | 0.07% | 84 |
|
|
2014
Q4 | $486K | Buy |
+11,495
| New | +$486K | 0.07% | 77 |
|