Morton Capital Management’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
$1.13M Buy
38,280
+299
+0.8% +$8.79K 0.2% 44
2025
Q1
$1.08M Buy
37,981
+377
+1% +$10.8K 0.21% 44
2024
Q4
$1.03M Buy
37,604
+535
+1% +$14.7K 0.19% 45
2024
Q3
$819K Buy
37,069
+370
+1% +$8.17K 0.16% 49
2024
Q2
$729K Buy
36,699
+335
+0.9% +$6.66K 0.17% 48
2024
Q1
$667K Buy
36,364
+511
+1% +$9.37K 0.18% 52
2023
Q4
$632K Buy
35,853
+439
+1% +$7.74K 0.19% 49
2023
Q3
$587K Buy
35,414
+1,145
+3% +$19K 0.21% 45
2023
Q2
$590K Sell
34,269
-1,186
-3% -$20.4K 0.2% 47
2023
Q1
$621K Buy
35,455
+382
+1% +$6.69K 0.22% 46
2022
Q4
$634K Buy
35,073
+345
+1% +$6.24K 0.25% 41
2022
Q3
$578K Buy
34,728
+382
+1% +$6.36K 0.26% 38
2022
Q2
$576K Buy
34,346
+3,211
+10% +$53.8K 0.25% 40
2022
Q1
$589K Sell
31,135
-9
-0% -$170 0.24% 41
2021
Q4
$494K Buy
+31,144
New +$494K 0.2% 49