Douglass Winthrop Advisors’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 | $331K | Hold |
11,257
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $321K | Hold |
11,257
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $308K | Buy |
11,257
+252
| +2% | +$6.91K | 0.01% | 245 |
|
|
2024
Q3 | $243K | Hold |
11,005
| – | – | ﹤0.01% | 268 |
|
|
2024
Q2 | $219K | Hold |
11,005
| – | – | ﹤0.01% | 267 |
|
|
2024
Q1 | $202K | Buy |
11,005
+500
| +5% | +$9.17K | ﹤0.01% | 277 |
|
|
2023
Q4 | $185K | Buy |
+10,505
| New | +$185K | ﹤0.01% | 245 |
|
|
2023
Q3 | – | Sell |
-10,005
| Closed | -$172K | – | 243 |
|
|
2023
Q2 | $172K | Buy |
+10,005
| New | +$172K | ﹤0.01% | 235 |
|
|
2018
Q4 | – | Sell |
-10,105
| Closed | -$179K | – | 255 |
|
|
2018
Q3 | $179K | Sell |
10,105
-220
| -2% | -$3.9K | 0.01% | 249 |
|
|
2018
Q2 | $182K | Buy |
+10,325
| New | +$182K | 0.01% | 280 |
|
|
2016
Q1 | – | Sell |
-13,107
| Closed | -$196K | – | 233 |
|
|
2015
Q4 | $196K | Sell |
13,107
-3,150
| -19% | -$47.1K | 0.01% | 225 |
|
|
2015
Q3 | $450K | Sell |
16,257
-1,838
| -10% | -$50.9K | 0.04% | 166 |
|
|
2015
Q2 | $761K | Hold |
18,095
| – | – | 0.06% | 145 |
|
|
2015
Q1 | $761K | Buy |
18,095
+4,800
| +36% | +$202K | 0.06% | 145 |
|
|
2014
Q4 | $563K | Buy |
+13,295
| New | +$563K | 0.05% | 124 |
|
|
2014
Q1 | – | Sell |
-506,039
| Closed | -$18.2M | – | 199 |
|
|
2013
Q4 | $18.2M | Sell |
506,039
-28,141
| -5% | -$1.01M | 1.89% | 20 |
|
|
2013
Q3 | $19M | Buy |
534,180
+7,320
| +1% | +$260K | 2.2% | 20 |
|
|
2013
Q2 | $20.1M | Buy |
+526,860
| New | +$20.1M | 2.43% | 12 |
|