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