LA
LVW Advisors’s Kinder Morgan KMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Buy |
35,064
+12,311
| +54% | +$362K | 0.11% | 105 |
|
2025
Q1 | $649K | Buy |
22,753
+1,582
| +7% | +$45.1K | 0.08% | 148 |
|
2024
Q4 | $580K | Buy |
21,171
+1,539
| +8% | +$42.2K | 0.07% | 167 |
|
2024
Q3 | $434K | Sell |
19,632
-601
| -3% | -$13.3K | 0.06% | 203 |
|
2024
Q2 | $402K | Sell |
20,233
-3,993
| -16% | -$79.3K | 0.06% | 195 |
|
2024
Q1 | $444K | Buy |
24,226
+6,464
| +36% | +$119K | 0.08% | 183 |
|
2023
Q4 | $313K | Buy |
+17,762
| New | +$313K | 0.06% | 200 |
|
2019
Q2 | – | Sell |
-23,679
| Closed | -$474K | – | 175 |
|
2019
Q1 | $474K | Buy |
23,679
+5,329
| +29% | +$107K | 0.13% | 113 |
|
2018
Q4 | $282K | Sell |
18,350
-13,050
| -42% | -$201K | 0.1% | 126 |
|
2018
Q3 | $557K | Buy |
31,400
+100
| +0.3% | +$1.77K | 0.16% | 89 |
|
2018
Q2 | $553K | Sell |
31,300
-627
| -2% | -$11.1K | 0.18% | 83 |
|
2018
Q1 | $481K | Sell |
31,927
-99
| -0.3% | -$1.49K | 0.15% | 90 |
|
2017
Q4 | $579K | Buy |
32,026
+8,896
| +38% | +$161K | 0.17% | 81 |
|
2017
Q3 | $444K | Buy |
+23,130
| New | +$444K | 0.18% | 93 |
|
2015
Q4 | – | Sell |
-37,650
| Closed | -$1.04M | – | 158 |
|
2015
Q3 | $1.04M | Sell |
37,650
-2,169
| -5% | -$60K | 0.48% | 47 |
|
2015
Q2 | $1.53M | Buy |
39,819
+244
| +0.6% | +$9.37K | 0.65% | 43 |
|
2015
Q1 | $1.67M | Buy |
39,575
+343
| +0.9% | +$14.4K | 0.79% | 40 |
|
2014
Q4 | $1.66M | Buy |
+39,232
| New | +$1.66M | 0.91% | 35 |
|