Joel Isaacson & Co’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $713K | Buy |
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|
2025
Q2 | $734K | Hold |
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|
2025
Q1 | $713K | Hold |
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|
2024
Q4 | $684K | Hold |
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|
2024
Q3 | $552K | Hold |
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|
2024
Q2 | $496K | Hold |
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|
2024
Q1 | $458K | Hold |
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|
2023
Q4 | $441K | Hold |
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|
2023
Q3 | $414K | Hold |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $408K | Hold |
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|
2022
Q2 | $411K | Hold |
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|
2022
Q1 | $479K | Hold |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $410K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $46K | Hold |
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|
2016
Q3 | $51K | Sell |
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|
2016
Q2 | $86K | Sell |
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|
2016
Q1 | $96K | Buy |
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|
2015
Q4 | $58K | Buy |
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|
2015
Q3 | $106K | Sell |
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|
2015
Q2 | $209K | Sell |
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|
2015
Q1 | $276K | Buy |
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|
2014
Q4 | $271K | Buy |
|