EWM
Evercore Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Hold |
53,090
| – | – | 0.02% | 178 |
|
|
2025
Q1 | $1.51M | Hold |
53,090
| – | – | 0.02% | 182 |
|
|
2024
Q4 | $1.45M | Buy |
+53,090
| New | +$1.45M | 0.02% | 185 |
|
|
2020
Q3 | – | Sell |
-17,870
| Closed | -$272K | – | 381 |
|
|
2020
Q2 | $272K | Sell |
17,870
-2,939
| -14% | -$44.7K | 0.01% | 319 |
|
|
2020
Q1 | $290K | Sell |
20,809
-18,715
| -47% | -$261K | 0.01% | 301 |
|
|
2019
Q4 | $837K | Sell |
39,524
-3,680
| -9% | -$77.9K | 0.02% | 228 |
|
|
2019
Q3 | $890K | Sell |
43,204
-147
| -0.3% | -$3.03K | 0.03% | 219 |
|
|
2019
Q2 | $905K | Buy |
43,351
+3,000
| +7% | +$62.6K | 0.03% | 218 |
|
|
2019
Q1 | $807K | Sell |
40,351
-8,360
| -17% | -$167K | 0.03% | 223 |
|
|
2018
Q4 | $749K | Sell |
48,711
-6,080
| -11% | -$93.5K | 0.03% | 211 |
|
|
2018
Q3 | $971K | Sell |
54,791
-6,796
| -11% | -$120K | 0.03% | 202 |
|
|
2018
Q2 | $1.09M | Buy |
61,587
+31,443
| +104% | +$555K | 0.04% | 185 |
|
|
2018
Q1 | $454K | Hold |
30,144
| – | – | 0.02% | 255 |
|
|
2017
Q4 | $545K | Buy |
30,144
+2,857
| +10% | +$51.7K | 0.02% | 246 |
|
|
2017
Q3 | $524K | Sell |
27,287
-4,721
| -15% | -$90.7K | 0.02% | 247 |
|
|
2017
Q2 | $614K | Sell |
32,008
-7,374
| -19% | -$141K | 0.02% | 228 |
|
|
2017
Q1 | $856K | Sell |
39,382
-10,596
| -21% | -$230K | 0.03% | 200 |
|
|
2016
Q4 | $1.03M | Sell |
49,978
-606
| -1% | -$12.5K | 0.04% | 174 |
|
|
2016
Q3 | $1.17M | Buy |
50,584
+9,917
| +24% | +$229K | 0.05% | 170 |
|
|
2016
Q2 | $761K | Sell |
40,667
-10,750
| -21% | -$201K | 0.03% | 197 |
|
|
2016
Q1 | $918K | Sell |
51,417
-4,338
| -8% | -$77.5K | 0.04% | 180 |
|
|
2015
Q4 | $832K | Sell |
55,755
-63,404
| -53% | -$946K | 0.04% | 197 |
|
|
2015
Q3 | $3.3M | Sell |
119,159
-24,917
| -17% | -$690K | 0.16% | 106 |
|
|
2015
Q2 | $5.53M | Sell |
144,076
-747
| -0.5% | -$28.7K | 0.25% | 89 |
|
|
2015
Q1 | $6.09M | Buy |
144,823
+2,514
| +2% | +$106K | 0.28% | 83 |
|
|
2014
Q4 | $6.02M | Buy |
142,309
+94,947
| +200% | +$4.02M | 0.3% | 77 |
|
|
2014
Q3 | $1.82M | Buy |
47,362
+19,920
| +73% | +$764K | 0.09% | 142 |
|
|
2014
Q2 | $997K | Sell |
27,442
-6,885
| -20% | -$250K | 0.05% | 189 |
|
|
2014
Q1 | $1.11M | Sell |
34,327
-61,591
| -64% | -$1.99M | 0.06% | 174 |
|
|
2013
Q4 | $3.45M | Sell |
95,918
-24,717
| -20% | -$890K | 0.19% | 113 |
|
|
2013
Q3 | $4.29M | Buy |
120,635
+1,794
| +2% | +$63.8K | 0.25% | 107 |
|
|
2013
Q2 | $4.54M | Buy |
+118,841
| New | +$4.54M | 0.26% | 104 |
|