SWM
Segment Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
37,031
+2,329
| +7% | +$68.5K | 0.07% | 152 |
|
|
2025
Q1 | $990K | Buy |
34,702
+8,740
| +34% | +$249K | 0.07% | 151 |
|
|
2024
Q4 | $711K | Buy |
25,962
+680
| +3% | +$18.6K | 0.05% | 171 |
|
|
2024
Q3 | $558K | Buy |
25,282
+12,030
| +91% | +$266K | 0.04% | 177 |
|
|
2024
Q2 | $263K | Hold |
13,252
| – | – | 0.02% | 224 |
|
|
2024
Q1 | $243K | Sell |
13,252
-1,213
| -8% | -$22.2K | 0.02% | 229 |
|
|
2023
Q4 | $255K | Buy |
14,465
+300
| +2% | +$5.29K | 0.02% | 218 |
|
|
2023
Q3 | $235K | Buy |
14,165
+1,213
| +9% | +$20.1K | 0.02% | 201 |
|
|
2023
Q2 | $223K | Sell |
12,952
-2,870
| -18% | -$49.4K | 0.02% | 197 |
|
|
2023
Q1 | $277K | Hold |
15,822
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $286K | Buy |
15,822
+1,180
| +8% | +$21.3K | 0.03% | 179 |
|
|
2022
Q3 | $244K | Hold |
14,642
| – | – | 0.03% | 193 |
|
|
2022
Q2 | $245K | Sell |
14,642
-4,705
| -24% | -$78.7K | 0.03% | 195 |
|
|
2022
Q1 | $366K | Sell |
19,347
-39
| -0.2% | -$738 | 0.04% | 192 |
|
|
2021
Q4 | $307K | Buy |
19,386
+5,846
| +43% | +$92.6K | 0.03% | 206 |
|
|
2021
Q3 | $227K | Sell |
13,540
-32,248
| -70% | -$541K | 0.03% | 210 |
|
|
2021
Q2 | $835K | Buy |
45,788
+28,748
| +169% | +$524K | 0.1% | 128 |
|
|
2021
Q1 | $284K | Buy |
17,040
+3,700
| +28% | +$61.7K | 0.04% | 193 |
|
|
2020
Q4 | $182K | Sell |
13,340
-19,308
| -59% | -$263K | 0.03% | 208 |
|
|
2020
Q3 | $403K | Sell |
32,648
-3,860
| -11% | -$47.6K | 0.07% | 145 |
|
|
2020
Q2 | $554K | Buy |
36,508
+10,050
| +38% | +$153K | 0.1% | 124 |
|
|
2020
Q1 | $368K | Sell |
26,458
-5,743
| -18% | -$79.9K | 0.08% | 135 |
|
|
2019
Q4 | $682K | Buy |
+32,201
| New | +$682K | 0.12% | 121 |
|
|
2018
Q2 | – | Sell |
-203,537
| Closed | -$3.07M | – | 215 |
|
|
2018
Q1 | $3.07M | Buy |
203,537
+158,169
| +349% | +$2.38M | 0.76% | 55 |
|
|
2017
Q4 | $820K | Sell |
45,368
-4,496
| -9% | -$81.3K | 0.2% | 104 |
|
|
2017
Q3 | $957K | Sell |
49,864
-1,596
| -3% | -$30.6K | 0.25% | 96 |
|
|
2017
Q2 | $986K | Sell |
51,460
-696
| -1% | -$13.3K | 0.27% | 94 |
|
|
2017
Q1 | $1.13M | Buy |
52,156
+7,808
| +18% | +$170K | 0.37% | 81 |
|
|
2016
Q4 | $918K | Sell |
44,348
-591
| -1% | -$12.2K | 0.34% | 81 |
|
|
2016
Q3 | $1.04M | Sell |
44,939
-3,527
| -7% | -$81.5K | 0.41% | 70 |
|
|
2016
Q2 | $907K | Sell |
48,466
-5,379
| -10% | -$101K | 0.37% | 68 |
|
|
2016
Q1 | $962K | Sell |
53,845
-4,045
| -7% | -$72.3K | 0.36% | 69 |
|
|
2015
Q4 | $864K | Sell |
57,890
-63,401
| -52% | -$946K | 0.33% | 72 |
|
|
2015
Q3 | $3.36M | Sell |
121,291
-447
| -0.4% | -$12.4K | 1.28% | 21 |
|
|
2015
Q2 | $4.67M | Sell |
121,738
-1,662
| -1% | -$63.8K | 1.62% | 12 |
|
|
2015
Q1 | $5.19M | Buy |
123,400
+11,836
| +11% | +$498K | 1.73% | 10 |
|
|
2014
Q4 | $4.72M | Buy |
111,564
+95,481
| +594% | +$4.04M | 1.81% | 11 |
|
|
2014
Q3 | $617K | Buy |
16,083
+612
| +4% | +$23.5K | 0.24% | 85 |
|
|
2014
Q2 | $561K | Buy |
15,471
+83
| +0.5% | +$3.01K | 0.22% | 98 |
|
|
2014
Q1 | $500K | Sell |
15,388
-1,334
| -8% | -$43.3K | 0.23% | 92 |
|
|
2013
Q4 | $602K | Buy |
16,722
+5
| +0% | +$180 | 0.3% | 78 |
|
|
2013
Q3 | $595K | Buy |
16,717
+7,858
| +89% | +$280K | 0.32% | 76 |
|
|
2013
Q2 | $338K | Buy |
+8,859
| New | +$338K | 0.2% | 99 |
|