Joel Isaacson & Co’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 | $734K | Hold |
24,975
| – | – | 0.03% | 202 |
|
2025
Q1 | $713K | Hold |
24,975
| – | – | 0.03% | 192 |
|
2024
Q4 | $684K | Hold |
24,975
| – | – | 0.03% | 196 |
|
2024
Q3 | $552K | Hold |
24,975
| – | – | 0.03% | 207 |
|
2024
Q2 | $496K | Hold |
24,975
| – | – | 0.03% | 213 |
|
2024
Q1 | $458K | Hold |
24,975
| – | – | 0.03% | 221 |
|
2023
Q4 | $441K | Hold |
24,975
| – | – | 0.03% | 206 |
|
2023
Q3 | $414K | Hold |
24,975
| – | – | 0.03% | 205 |
|
2023
Q2 | $430K | Hold |
24,975
| – | – | 0.03% | 206 |
|
2023
Q1 | $437K | Buy |
24,975
+475
| +2% | +$8.32K | 0.03% | 202 |
|
2022
Q4 | $443K | Hold |
24,500
| – | – | 0.03% | 197 |
|
2022
Q3 | $408K | Hold |
24,500
| – | – | 0.04% | 186 |
|
2022
Q2 | $411K | Hold |
24,500
| – | – | 0.03% | 184 |
|
2022
Q1 | $479K | Hold |
24,500
| – | – | 0.04% | 180 |
|
2021
Q4 | $389K | Hold |
24,500
| – | – | 0.03% | 222 |
|
2021
Q3 | $410K | Buy |
+24,500
| New | +$410K | 0.03% | 203 |
|
2017
Q1 | – | Sell |
-2,199
| Closed | -$46K | – | 362 |
|
2016
Q4 | $46K | Hold |
2,199
| – | – | 0.01% | 321 |
|
2016
Q3 | $51K | Sell |
2,199
-2,387
| -52% | -$55.4K | 0.01% | 316 |
|
2016
Q2 | $86K | Sell |
4,586
-812
| -15% | -$15.2K | 0.02% | 253 |
|
2016
Q1 | $96K | Buy |
5,398
+1,480
| +38% | +$26.3K | 0.02% | 245 |
|
2015
Q4 | $58K | Buy |
3,918
+93
| +2% | +$1.38K | 0.01% | 309 |
|
2015
Q3 | $106K | Sell |
3,825
-1,612
| -30% | -$44.7K | 0.03% | 220 |
|
2015
Q2 | $209K | Sell |
5,437
-1,127
| -17% | -$43.3K | 0.05% | 159 |
|
2015
Q1 | $276K | Buy |
6,564
+148
| +2% | +$6.22K | 0.07% | 128 |
|
2014
Q4 | $271K | Buy |
+6,416
| New | +$271K | 0.07% | 122 |
|