Mitchell McLeod Pugh & Williams’s Kinder Morgan KMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$488K	Sell	14,544 -25	-0.2%	-$781	0.07%	200
2025 Q4	$444K	Buy	14,569 +116	+0.8%	+$3.13K	0.06%	210
2025 Q3	$377K	Buy	14,453 +59	+0.4%	+$1.61K	0.06%	209
2025 Q2	$423K	Sell	14,394 -137	-0.9%	-$3.76K	0.08%	199
2025 Q1	$415K	Buy	14,531 +275	+2%	+$7.61K	0.09%	191
2024 Q4	$391K	Buy	14,256 +125	+0.9%	+$3.26K	0.08%	195
2024 Q3	$312K	Buy	14,131 +106	+0.8%	+$2.23K	0.07%	216
2024 Q2	$279K	Sell	14,025 -405	-3%	-$7.72K	0.06%	218
2024 Q1	$265K	Buy	14,430 +704	+5%	+$12.3K	0.06%	225
2023 Q4	$242K	Sell	13,726 -387	-3%	-$6.6K	0.06%	225
2023 Q3	$234K	Buy	14,113 +132	+0.9%	+$2.28K	0.07%	219
2023 Q2	$241K	Buy	+13,981	New	+$237K	0.07%	224