EP Wealth 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 | $4.57M | Buy |
155,337
+8,181
| +6% | +$241K | 0.03% | 279 |
|
|
2025
Q1 | $4.2M | Buy |
147,156
+7,924
| +6% | +$226K | 0.03% | 241 |
|
|
2024
Q4 | $3.81M | Buy |
139,232
+1,719
| +1% | +$47.1K | 0.03% | 256 |
|
|
2024
Q3 | $3.04M | Buy |
137,513
+33,512
| +32% | +$740K | 0.03% | 284 |
|
|
2024
Q2 | $2.07M | Buy |
104,001
+25,409
| +32% | +$505K | 0.02% | 276 |
|
|
2024
Q1 | $1.44M | Buy |
78,592
+3,828
| +5% | +$70.2K | 0.02% | 313 |
|
|
2023
Q4 | $1.32M | Buy |
74,764
+9,231
| +14% | +$163K | 0.02% | 323 |
|
|
2023
Q3 | $1.09M | Buy |
65,533
+38,846
| +146% | +$644K | 0.02% | 315 |
|
|
2023
Q2 | $724K | Buy |
26,687
+13,632
| +104% | +$370K | 0.01% | 386 |
|
|
2023
Q1 | $1.75M | Sell |
13,055
-14,759
| -53% | -$1.98M | 0.03% | 234 |
|
|
2022
Q4 | $503K | Buy |
27,814
+1,816
| +7% | +$32.8K | 0.01% | 374 |
|
|
2022
Q3 | $433K | Buy |
25,998
+2,652
| +11% | +$44.2K | 0.01% | 287 |
|
|
2022
Q2 | $391K | Buy |
23,346
+1,692
| +8% | +$28.3K | 0.01% | 429 |
|
|
2022
Q1 | $409K | Buy |
21,654
+515
| +2% | +$9.73K | 0.01% | 423 |
|
|
2021
Q4 | $335K | Sell |
21,139
-3,040
| -13% | -$48.2K | 0.01% | 441 |
|
|
2021
Q3 | $405K | Buy |
24,179
+1,689
| +8% | +$28.3K | 0.01% | 372 |
|
|
2021
Q2 | $410K | Buy |
22,490
+3,191
| +17% | +$58.2K | 0.01% | 377 |
|
|
2021
Q1 | $321K | Sell |
19,299
-1,855
| -9% | -$30.9K | 0.01% | 398 |
|
|
2020
Q4 | $289K | Buy |
21,154
+1,299
| +7% | +$17.7K | 0.01% | 347 |
|
|
2020
Q3 | $245K | Buy |
19,855
+445
| +2% | +$5.49K | 0.01% | 320 |
|
|
2020
Q2 | $294K | Buy |
19,410
+488
| +3% | +$7.39K | 0.01% | 310 |
|
|
2020
Q1 | $263K | Sell |
18,922
-12,489
| -40% | -$174K | 0.01% | 322 |
|
|
2019
Q4 | $665K | Buy |
+31,411
| New | +$665K | 0.03% | 238 |
|
|
2017
Q2 | – | Sell |
-11,662
| Closed | -$254K | – | 184 |
|
|
2017
Q1 | $254K | Buy |
+11,662
| New | +$254K | 0.04% | 134 |
|
|
2015
Q4 | – | Sell |
-242,025
| Closed | -$6.7M | – | 152 |
|
|
2015
Q3 | $6.7M | Sell |
242,025
-15,026
| -6% | -$416K | 1.28% | 32 |
|
|
2015
Q2 | $9.87M | Buy |
257,051
+68,546
| +36% | +$2.63M | 1.85% | 26 |
|
|
2015
Q1 | $7.93M | Buy |
188,505
+11,199
| +6% | +$471K | 1.49% | 28 |
|
|
2014
Q4 | $7.5M | Buy |
177,306
+7,120
| +4% | +$301K | 1.24% | 33 |
|
|
2014
Q3 | $6.53M | Buy |
170,186
+13,316
| +8% | +$511K | 1.06% | 36 |
|
|
2014
Q2 | $5.69M | Buy |
+156,870
| New | +$5.69M | 1.32% | 36 |
|