Obermeyer Wealth Partners’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 | $232K | Buy |
+7,901
| New | +$232K | 0.01% | 253 |
|
|
2017
Q3 | – | Sell |
-10,672
| Closed | -$204K | – | 123 |
|
|
2017
Q2 | $204K | Hold |
10,672
| – | – | 0.02% | 123 |
|
|
2017
Q1 | $232K | Sell |
10,672
-2,520
| -19% | -$54.8K | 0.02% | 119 |
|
|
2016
Q4 | $273K | Buy |
13,192
+3,211
| +32% | +$66.5K | 0.03% | 110 |
|
|
2016
Q3 | $231K | Buy |
+9,981
| New | +$231K | 0.02% | 116 |
|
|
2015
Q4 | – | Sell |
-9,681
| Closed | -$268K | – | 125 |
|
|
2015
Q3 | $268K | Hold |
9,681
| – | – | 0.03% | 102 |
|
|
2015
Q2 | $372K | Hold |
9,681
| – | – | 0.03% | 95 |
|
|
2015
Q1 | $407K | Hold |
9,681
| – | – | 0.03% | 99 |
|
|
2014
Q4 | $410K | Buy |
+9,681
| New | +$410K | 0.04% | 104 |
|