NDSI
Newman Dignan & Sheerar Inc’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
12,832
-668
| -5% | -$19.6K | 0.09% | 135 |
|
|
2025
Q1 | $385K | Buy |
13,500
+91
| +0.7% | +$2.6K | 0.11% | 117 |
|
|
2024
Q4 | $367K | Buy |
13,409
+165
| +1% | +$4.52K | 0.09% | 128 |
|
|
2024
Q3 | $328K | Sell |
13,244
-366
| -3% | -$9.08K | 0.08% | 140 |
|
|
2024
Q2 | $270K | Buy |
13,610
+437
| +3% | +$8.68K | 0.07% | 151 |
|
|
2024
Q1 | $242K | Buy |
13,173
+547
| +4% | +$10K | 0.06% | 159 |
|
|
2023
Q4 | $223K | Buy |
12,626
+97
| +0.8% | +$1.71K | 0.07% | 158 |
|
|
2023
Q3 | $208K | Buy |
12,529
+410
| +3% | +$6.8K | 0.07% | 163 |
|
|
2023
Q2 | $209K | Sell |
12,119
-1,309
| -10% | -$22.5K | 0.06% | 177 |
|
|
2023
Q1 | $235K | Buy |
13,428
+79
| +0.6% | +$1.38K | 0.08% | 170 |
|
|
2022
Q4 | $241K | Buy |
13,349
+77
| +0.6% | +$1.39K | 0.08% | 165 |
|
|
2022
Q3 | $221 | Buy |
13,272
+279
| +2% | +$5 | 0.03% | 165 |
|
|
2022
Q2 | $218K | Buy |
12,993
+1,317
| +11% | +$22.1K | 0.07% | 177 |
|
|
2022
Q1 | $221 | Buy |
+11,676
| New | +$221 | 0.04% | 175 |
|
|
2017
Q4 | – | Sell |
-10,048
| Closed | -$193K | – | 166 |
|
|
2017
Q3 | $193K | Buy |
+10,048
| New | +$193K | 0.1% | 155 |
|
|
2015
Q4 | – | Sell |
-11,004
| Closed | -$305K | – | 145 |
|
|
2015
Q3 | $305K | Buy |
11,004
+410
| +4% | +$11.4K | 0.2% | 101 |
|
|
2015
Q2 | $407K | Buy |
10,594
+1,105
| +12% | +$42.5K | 0.29% | 90 |
|
|
2015
Q1 | $399K | Buy |
9,489
+1,482
| +19% | +$62.3K | 0.28% | 93 |
|
|
2014
Q4 | $339 | Buy |
+8,007
| New | +$339 | 0.2% | 103 |
|