Glassman Wealth Services’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,832
| Closed | -$50K | – | 1039 |
|
|
2023
Q4 | $50K | Sell |
2,832
-80
| -3% | -$1.36K | 0.01% | 452 |
|
|
2023
Q3 | $48.3K | Buy |
2,912
+437
| +18% | +$7.53K | 0.01% | 430 |
|
|
2023
Q2 | $42.6K | Buy |
2,475
+409
| +20% | +$6.95K | 0.01% | 442 |
|
|
2023
Q1 | $36.2K | Sell |
2,066
-499
| -19% | -$8.88K | 0.01% | 485 |
|
|
2022
Q4 | $46.4K | Sell |
2,565
-193
| -7% | -$3.47K | 0.01% | 444 |
|
|
2022
Q3 | $46K | Buy |
2,758
+540
| +24% | +$9.6K | 0.01% | 407 |
|
|
2022
Q2 | $37K | Sell |
2,218
-12
| -0.5% | -$225 | 0.01% | 459 |
|
|
2022
Q1 | $42K | Buy |
2,230
+652
| +41% | +$11.5K | 0.01% | 444 |
|
|
2021
Q4 | $25K | Buy |
1,578
+14
| +0.9% | +$233 | ﹤0.01% | 549 |
|
|
2021
Q3 | $26K | Buy |
1,564
+145
| +10% | +$2.46K | 0.01% | 512 |
|
|
2021
Q2 | $26K | Buy |
1,419
+257
| +22% | +$4.58K | 0.01% | 500 |
|
|
2021
Q1 | $19K | Buy |
1,162
+10
| +0.9% | +$153 | ﹤0.01% | 541 |
|
|
2020
Q4 | $16K | Sell |
1,152
-526
| -31% | -$7.04K | ﹤0.01% | 591 |
|
|
2020
Q3 | $21K | Buy |
1,678
+571
| +52% | +$7.96K | 0.01% | 436 |
|
|
2020
Q2 | $17K | Buy |
1,107
+84
| +8% | +$1.28K | 0.01% | 407 |
|
|
2020
Q1 | $14K | Buy |
1,023
+175
| +21% | +$3.33K | 0.01% | 387 |
|
|
2019
Q4 | $18K | Buy |
848
+54
| +7% | +$1.09K | 0.01% | 393 |
|
|
2019
Q3 | $16K | Buy |
794
+155
| +24% | +$3.18K | 0.01% | 389 |
|
|
2019
Q2 | $13K | Buy |
639
+379
| +146% | +$7.64K | 0.01% | 422 |
|
|
2019
Q1 | $5K | Buy |
260
+251
| +2,789% | +$4.68K | ﹤0.01% | 548 |
|
|
2018
Q4 | $0 | Sell |
9
-721
| -99% | -$12.2K | ﹤0.01% | 876 |
|
|
2018
Q3 | $13K | Buy |
730
+73
| +11% | +$1.3K | 0.01% | 364 |
|
|
2018
Q2 | $12K | Sell |
657
-13
| -2% | -$213 | 0.01% | 351 |
|
|
2018
Q1 | $10K | Sell |
670
-141
| -17% | -$2.44K | 0.01% | 353 |
|
|
2017
Q4 | $15K | Buy |
811
+176
| +28% | +$3.16K | 0.01% | 286 |
|
|
2017
Q3 | $12K | Buy |
635
+2
| +0.3% | +$39 | 0.01% | 279 |
|
|
2017
Q2 | $12K | Sell |
633
-86
| -12% | -$1.71K | 0.01% | 285 |
|
|
2017
Q1 | $16K | Sell |
719
-1,256
| -64% | -$27.4K | 0.01% | 288 |
|
|
2016
Q4 | $41K | Sell |
1,975
-406
| -17% | -$8.58K | 0.03% | 191 |
|
|
2016
Q3 | $55K | Buy |
2,381
+54
| +2% | +$1.14K | 0.05% | 137 |
|
|
2016
Q2 | $44K | Buy |
2,327
+1,261
| +118% | +$22.5K | 0.04% | 149 |
|
|
2016
Q1 | $19K | Hold |
1,066
| – | – | 0.02% | 225 |
|
|
2015
Q4 | $16K | Hold |
1,066
| – | – | 0.01% | 254 |
|
|
2015
Q3 | $30K | Hold |
1,066
| – | – | 0.03% | 178 |
|
|
2015
Q2 | $41K | Hold |
1,066
| – | – | 0.03% | 165 |
|
|
2015
Q1 | $45K | Hold |
1,066
| – | – | 0.04% | 158 |
|
|
2014
Q4 | $45K | Buy |
+1,066
| New | +$42K | 0.03% | 167 |
|
Other funds holding KMI
Glassman Wealth Services's KMI Position: Q1 2024 in Review
Glassman Wealth Services sold out of Kinder Morgan (KMI) in Q1 2024, closing a stake of 2,832 shares — an estimated $50K sold.
Glassman Wealth Services first reported a position in KMI in Q4 2014 and held it in 37 quarters. The position peaked at $55K in Q3 2016. 1,369 funds tracked by Wall St. Rank hold KMI as of Q1 2024.
- Glassman Wealth Services reported no remaining Kinder Morgan position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 2,832 Kinder Morgan shares in Q1 2024, an estimated $50K.
- Glassman Wealth Services first reported a position in Kinder Morgan in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's Kinder Morgan position peaked at $55K in Q3 2016.
- 1,369 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.