RSWM
Robertson Stephens Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
17,155
-162
| -0.9% | -$4.76K | 0.02% | 360 |
|
|
2025
Q1 | $494K | Buy |
17,317
+1,640
| +10% | +$46.8K | 0.02% | 362 |
|
|
2024
Q4 | $430K | Buy |
15,677
+281
| +2% | +$7.7K | 0.02% | 387 |
|
|
2024
Q3 | $340K | Sell |
15,396
-215
| -1% | -$4.75K | 0.01% | 499 |
|
|
2024
Q2 | $310K | Buy |
15,611
+274
| +2% | +$5.44K | 0.02% | 401 |
|
|
2024
Q1 | $281K | Sell |
15,337
-210
| -1% | -$3.85K | 0.01% | 433 |
|
|
2023
Q4 | $274K | Buy |
15,547
+924
| +6% | +$16.3K | 0.02% | 393 |
|
|
2023
Q3 | $242K | Sell |
14,623
-9
| -0.1% | -$149 | 0.02% | 403 |
|
|
2023
Q2 | $252K | Sell |
14,632
-942
| -6% | -$16.2K | 0.02% | 375 |
|
|
2023
Q1 | $273K | Buy |
15,574
+470
| +3% | +$8.23K | 0.02% | 378 |
|
|
2022
Q4 | $273K | Sell |
15,104
-2,063
| -12% | -$37.3K | 0.03% | 348 |
|
|
2022
Q3 | $285K | Buy |
17,167
+1,690
| +11% | +$28.1K | 0.03% | 284 |
|
|
2022
Q2 | $259K | Sell |
15,477
-220
| -1% | -$3.68K | 0.02% | 312 |
|
|
2022
Q1 | $296K | Buy |
15,697
+261
| +2% | +$4.92K | 0.02% | 313 |
|
|
2021
Q4 | $244K | Buy |
+15,436
| New | +$244K | 0.02% | 351 |
|