MB, Levis & 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
$233K Sell
7,927
-1,357
-15% -$39.9K 0.1% 65
2025
Q1
$265K Sell
9,284
-1,518
-14% -$43.3K 0.12% 60
2024
Q4
$296K Buy
10,802
+91
+0.8% +$2.49K 0.15% 55
2024
Q3
$237K Buy
10,711
+52
+0.5% +$1.15K 0.12% 62
2024
Q2
$212K Sell
10,659
-375
-3% -$7.45K 0.11% 60
2024
Q1
$202K Sell
11,034
-2,010
-15% -$36.9K 0.11% 61
2023
Q4
$230K Buy
13,044
+175
+1% +$3.09K 0.13% 53
2023
Q3
$213K Buy
12,869
+166
+1% +$2.75K 0.14% 60
2023
Q2
$219K Buy
12,703
+172
+1% +$2.96K 0.14% 59
2023
Q1
$219K Buy
12,531
+1
+0% +$18 0.15% 57
2022
Q4
$227K Buy
+12,530
New +$227K 0.18% 51