Forvis Mazars 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 | $423K | Buy |
14,396
+74
| +0.5% | +$2.18K | 0.01% | 310 |
|
|
2025
Q1 | $409K | Sell |
14,322
-580
| -4% | -$16.5K | 0.01% | 316 |
|
|
2024
Q4 | $408K | Buy |
+14,902
| New | +$408K | 0.01% | 339 |
|
|
2024
Q3 | – | Sell |
-12,950
| Closed | -$257K | – | 438 |
|
|
2024
Q2 | $257K | Buy |
+12,950
| New | +$257K | 0.01% | 370 |
|
|
2023
Q4 | – | Sell |
-12,669
| Closed | -$210K | – | 393 |
|
|
2023
Q3 | $210K | Buy |
+12,669
| New | +$210K | 0.01% | 371 |
|
|
2022
Q1 | – | Sell |
-13,934
| Closed | -$221K | – | 304 |
|
|
2021
Q4 | $221K | Buy |
13,934
+1,075
| +8% | +$17.1K | 0.01% | 272 |
|
|
2021
Q3 | $215K | Sell |
12,859
-228
| -2% | -$3.81K | 0.01% | 262 |
|
|
2021
Q2 | $239K | Sell |
13,087
-1,031
| -7% | -$18.8K | 0.01% | 241 |
|
|
2021
Q1 | $235K | Sell |
14,118
-1,929
| -12% | -$32.1K | 0.01% | 252 |
|
|
2020
Q4 | $219K | Buy |
+16,047
| New | +$219K | 0.01% | 338 |
|
|
2017
Q4 | – | Sell |
-10,271
| Closed | -$197K | – | 245 |
|
|
2017
Q3 | $197K | Buy |
+10,271
| New | +$197K | 0.02% | 220 |
|
|
2015
Q4 | – | Sell |
-7,272
| Closed | -$201K | – | 196 |
|
|
2015
Q3 | $201K | Buy |
7,272
+243
| +3% | +$6.72K | 0.04% | 174 |
|
|
2015
Q2 | $270K | Sell |
7,029
-794
| -10% | -$30.5K | 0.04% | 146 |
|
|
2015
Q1 | $329K | Sell |
7,823
-1,850
| -19% | -$77.8K | 0.05% | 139 |
|
|
2014
Q4 | $409K | Buy |
+9,673
| New | +$409K | 0.07% | 108 |
|