Perigon Wealth 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 | $402K | Sell |
13,687
-1,030
| -7% | -$30.3K | 0.01% | 739 |
|
|
2025
Q1 | $420K | Buy |
14,717
+547
| +4% | +$15.6K | 0.01% | 689 |
|
|
2024
Q4 | $426K | Buy |
14,170
+2,183
| +18% | +$65.6K | 0.01% | 683 |
|
|
2024
Q3 | $265K | Buy |
+11,987
| New | +$265K | 0.01% | 835 |
|
|
2024
Q2 | – | Sell |
-10,013
| Closed | -$184K | – | 889 |
|
|
2024
Q1 | $184K | Buy |
+10,013
| New | +$184K | 0.01% | 814 |
|
|
2021
Q1 | – | Sell |
-2,706
| Closed | -$37K | – | 784 |
|
|
2020
Q4 | $37K | Buy |
+2,706
| New | +$37K | ﹤0.01% | 832 |
|
|
2019
Q1 | – | Sell |
-15,215
| Closed | -$270K | – | 230 |
|
|
2018
Q4 | $270K | Buy |
+15,215
| New | +$270K | 0.07% | 173 |
|
|
2018
Q2 | – | Sell |
-346
| Closed | -$5K | – | 445 |
|
|
2018
Q1 | $5K | Hold |
346
| – | – | ﹤0.01% | 557 |
|
|
2017
Q4 | $6K | Sell |
346
-17
| -5% | -$295 | ﹤0.01% | 523 |
|
|
2017
Q3 | $7K | Buy |
+363
| New | +$7K | ﹤0.01% | 539 |
|
|
2016
Q2 | – | Sell |
-8,814
| Closed | -$158K | – | 453 |
|
|
2016
Q1 | $158K | Buy |
+8,814
| New | +$158K | 0.05% | 154 |
|
|
2015
Q4 | – | Sell |
-11,032
| Closed | -$305K | – | 224 |
|
|
2015
Q3 | $305K | Buy |
11,032
+2,334
| +27% | +$64.5K | 0.09% | 170 |
|
|
2015
Q2 | $334K | Buy |
8,698
+36
| +0.4% | +$1.38K | 0.09% | 175 |
|
|
2015
Q1 | $364K | Buy |
8,662
+35
| +0.4% | +$1.47K | 0.1% | 169 |
|
|
2014
Q4 | $365K | Buy |
+8,627
| New | +$365K | 0.11% | 153 |
|