Great Valley Advisor Group’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 | $1.04M | Buy |
35,228
+1,184
| +3% | +$34.8K | 0.02% | 455 |
|
|
2025
Q1 | $971K | Sell |
34,044
-766
| -2% | -$21.9K | 0.02% | 456 |
|
|
2024
Q4 | $954K | Buy |
34,810
+140
| +0.4% | +$3.84K | 0.02% | 455 |
|
|
2024
Q3 | $766K | Buy |
34,670
+895
| +3% | +$19.8K | 0.02% | 473 |
|
|
2024
Q2 | $671K | Sell |
33,775
-320
| -0.9% | -$6.36K | 0.02% | 462 |
|
|
2024
Q1 | $625K | Buy |
34,095
+4,823
| +16% | +$88.5K | 0.02% | 448 |
|
|
2023
Q4 | $516K | Sell |
29,272
-547
| -2% | -$9.65K | 0.02% | 451 |
|
|
2023
Q3 | $494K | Sell |
29,819
-1,030
| -3% | -$17.1K | 0.02% | 437 |
|
|
2023
Q2 | $531K | Sell |
30,849
-610
| -2% | -$10.5K | 0.02% | 427 |
|
|
2023
Q1 | $551K | Sell |
31,459
-33,897
| -52% | -$594K | 0.03% | 419 |
|
|
2022
Q4 | $1.18M | Buy |
65,356
+2,296
| +4% | +$41.5K | 0.06% | 299 |
|
|
2022
Q3 | $1.05M | Buy |
63,060
+4,479
| +8% | +$74.5K | 0.06% | 298 |
|
|
2022
Q2 | $981K | Buy |
58,581
+27,322
| +87% | +$458K | 0.05% | 312 |
|
|
2022
Q1 | $589K | Buy |
+31,259
| New | +$589K | 0.03% | 363 |
|