Klingman & Associates’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 | $238K | Buy |
+8,102
| New | +$238K | 0.01% | 278 |
|
2016
Q4 | – | Sell |
-705
| Closed | -$16K | – | 217 |
|
2016
Q3 | $16K | Hold |
705
| – | – | ﹤0.01% | 271 |
|
2016
Q2 | $13K | Hold |
705
| – | – | ﹤0.01% | 287 |
|
2016
Q1 | $13K | Hold |
705
| – | – | ﹤0.01% | 286 |
|
2015
Q4 | $11K | Hold |
705
| – | – | ﹤0.01% | 299 |
|
2015
Q3 | $19K | Hold |
705
| – | – | 0.01% | 266 |
|
2015
Q2 | $27K | Hold |
705
| – | – | 0.01% | 224 |
|
2015
Q1 | $30K | Sell |
705
-1,997
| -74% | -$85K | 0.01% | 206 |
|
2014
Q4 | $114K | Buy |
+2,702
| New | +$114K | 0.05% | 116 |
|