EAM
Evanson Asset Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
16,235
-173
| -1% | -$5.09K | 0.03% | 208 |
|
|
2025
Q1 | $468K | Buy |
16,408
+3,177
| +24% | +$90.6K | 0.03% | 185 |
|
|
2024
Q4 | $363K | Buy |
13,231
+48
| +0.4% | +$1.32K | 0.02% | 211 |
|
|
2024
Q3 | $291K | Buy |
13,183
+62
| +0.5% | +$1.37K | 0.02% | 255 |
|
|
2024
Q2 | $261K | Buy |
13,121
+65
| +0.5% | +$1.29K | 0.02% | 258 |
|
|
2024
Q1 | $239K | Sell |
13,056
-585
| -4% | -$10.7K | 0.02% | 271 |
|
|
2023
Q4 | $241K | Sell |
13,641
-12,101
| -47% | -$213K | 0.02% | 261 |
|
|
2023
Q3 | $427K | Sell |
25,742
-921
| -3% | -$15.3K | 0.04% | 179 |
|
|
2023
Q2 | $459K | Sell |
26,663
-2,736
| -9% | -$47.1K | 0.04% | 174 |
|
|
2023
Q1 | $515K | Buy |
29,399
+132
| +0.5% | +$2.31K | 0.05% | 154 |
|
|
2022
Q4 | $529K | Sell |
29,267
-335
| -1% | -$6.06K | 0.06% | 148 |
|
|
2022
Q3 | $493K | Sell |
29,602
-6,007
| -17% | -$100K | 0.06% | 149 |
|
|
2022
Q2 | $597K | Buy |
35,609
+116
| +0.3% | +$1.95K | 0.07% | 134 |
|
|
2022
Q1 | $671K | Sell |
35,493
-992
| -3% | -$18.8K | 0.07% | 134 |
|
|
2021
Q4 | $579K | Buy |
36,485
+120
| +0.3% | +$1.9K | 0.05% | 161 |
|
|
2021
Q3 | $649K | Buy |
36,365
+115
| +0.3% | +$2.05K | 0.07% | 142 |
|
|
2021
Q2 | $661K | Sell |
36,250
-2,044
| -5% | -$37.3K | 0.07% | 141 |
|
|
2021
Q1 | $638K | Sell |
38,294
-541
| -1% | -$9.01K | 0.09% | 135 |
|
|
2020
Q4 | $531K | Buy |
38,835
+1,927
| +5% | +$26.3K | 0.08% | 147 |
|
|
2020
Q3 | $455K | Sell |
36,908
-348
| -0.9% | -$4.29K | 0.08% | 142 |
|
|
2020
Q2 | $565K | Sell |
37,256
-4,917
| -12% | -$74.6K | 0.11% | 110 |
|
|
2020
Q1 | $587K | Sell |
42,173
-393
| -0.9% | -$5.47K | 0.14% | 95 |
|
|
2019
Q4 | $901K | Sell |
42,566
-225
| -0.5% | -$4.76K | 0.18% | 75 |
|
|
2019
Q3 | $882K | Buy |
42,791
+164
| +0.4% | +$3.38K | 0.18% | 74 |
|
|
2019
Q2 | $890K | Sell |
42,627
-520
| -1% | -$10.9K | 0.18% | 71 |
|
|
2019
Q1 | $863K | Sell |
43,147
-5,637
| -12% | -$113K | 0.18% | 76 |
|
|
2018
Q4 | $750K | Buy |
48,784
+3,548
| +8% | +$54.5K | 0.17% | 82 |
|
|
2018
Q3 | $802K | Sell |
45,236
-3,409
| -7% | -$60.4K | 0.16% | 80 |
|
|
2018
Q2 | $860K | Sell |
48,645
-5,590
| -10% | -$98.8K | 0.17% | 83 |
|
|
2018
Q1 | $817K | Sell |
54,235
-3,144
| -5% | -$47.4K | 0.17% | 85 |
|
|
2017
Q4 | $1.04M | Sell |
57,379
-5,336
| -9% | -$96.4K | 0.21% | 72 |
|
|
2017
Q3 | $1.2M | Sell |
62,715
-1,253
| -2% | -$24K | 0.26% | 63 |
|
|
2017
Q2 | $1.23M | Sell |
63,968
-12,914
| -17% | -$248K | 0.28% | 62 |
|
|
2017
Q1 | $1.67M | Sell |
76,882
-2,433
| -3% | -$52.9K | 0.41% | 46 |
|
|
2016
Q4 | $1.64M | Sell |
79,315
-16,440
| -17% | -$341K | 0.46% | 42 |
|
|
2016
Q3 | $2.22M | Sell |
95,755
-1,813
| -2% | -$41.9K | 0.63% | 30 |
|
|
2016
Q2 | $1.83M | Sell |
97,568
-5,759
| -6% | -$108K | 0.55% | 37 |
|
|
2016
Q1 | $1.85M | Sell |
103,327
-5,115
| -5% | -$91.3K | 0.63% | 30 |
|
|
2015
Q4 | $1.62M | Sell |
108,442
-25,835
| -19% | -$385K | 0.59% | 38 |
|
|
2015
Q3 | $3.72M | Sell |
134,277
-6,560
| -5% | -$182K | 1.39% | 16 |
|
|
2015
Q2 | $5.41M | Buy |
140,837
+6,363
| +5% | +$244K | 1.89% | 11 |
|
|
2015
Q1 | $5.66M | Sell |
134,474
-4,863
| -3% | -$205K | 2.02% | 11 |
|
|
2014
Q4 | $5.9M | Buy |
+139,337
| New | +$5.9M | 2.18% | 10 |
|