Mitchell McLeod Pugh & Williams’s KINDER MORGAN,INC KMI Stock Holding History

Mitchell McLeod Pugh & Williams’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,796	Closed	-$242K	–	261
2023 Q1	$242K	Buy	13,796 +43	+0.3%	+$753	0.08%	219
2022 Q4	$249K	Buy	13,753 +212	+2%	+$3.83K	0.08%	211
2022 Q3	$225K	Buy	13,541 +248	+2%	+$4.12K	0.09%	208
2022 Q2	$223K	Sell	13,293 -266	-2%	-$4.46K	0.09%	197
2022 Q1	$256K	Buy	13,559 +527	+4%	+$9.95K	0.09%	201
2021 Q4	$207K	Buy	13,032 +250	+2%	+$3.97K	0.07%	224
2021 Q3	$214K	Buy	12,782 +650	+5%	+$10.9K	0.08%	210
2021 Q2	$221K	Hold	12,132	–	–	0.09%	211
2021 Q1	$202K	Buy	12,132 +817	+7%	+$13.6K	0.08%	210
2020 Q4	$155K	Buy	+11,315	New	+$155K	0.07%	201

Other funds holding KMI

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's KMI Position: Q2 2023 in Review

Mitchell McLeod Pugh & Williams sold out of KINDER MORGAN,INC (KMI) in Q2 2023, closing a stake of 13,796 shares — an estimated $242K sold.

Mitchell McLeod Pugh & Williams first reported a position in KMI in Q4 2020 and held it in 10 quarters. The position peaked at $256K in Q1 2022. 1 fund tracked by Wall St. Rank holds KMI as of Q2 2023.

Mitchell McLeod Pugh & Williams reported no remaining KINDER MORGAN,INC position as of Q2 2023 after selling out during the quarter.
Mitchell McLeod Pugh & Williams sold 13,796 KINDER MORGAN,INC shares in Q2 2023, an estimated $242K.
Mitchell McLeod Pugh & Williams first reported a position in KINDER MORGAN,INC in Q4 2020 and held it in 10 quarters.
Mitchell McLeod Pugh & Williams's KINDER MORGAN,INC position peaked at $256K in Q1 2022.
1 fund tracked by Wall St. Rank held KINDER MORGAN,INC as of Q2 2023.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2023, filed 8 Aug 2023.