Simon Quick Advisors’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 | $4.38M | Buy |
148,958
+138,143
| +1,277% | +$4.06M | 0.18% | 86 |
|
|
2025
Q1 | $309K | Buy |
10,815
+488
| +5% | +$13.9K | 0.02% | 434 |
|
|
2024
Q4 | $283K | Buy |
10,327
+1,234
| +14% | +$33.8K | 0.02% | 363 |
|
|
2024
Q3 | $201K | Buy |
+9,093
| New | +$201K | 0.01% | 406 |
|
|
2022
Q2 | – | Sell |
-1,048
| Closed | -$20K | – | 293 |
|
|
2022
Q1 | $20K | Sell |
1,048
-2
| -0.2% | -$38 | 0.01% | 278 |
|
|
2021
Q4 | $17K | Sell |
1,050
-1,752
| -63% | -$28.4K | ﹤0.01% | 296 |
|
|
2021
Q3 | $46K | Buy |
2,802
+27
| +1% | +$443 | 0.01% | 261 |
|
|
2021
Q2 | $50K | Buy |
2,775
+25
| +0.9% | +$450 | 0.01% | 248 |
|
|
2021
Q1 | $45K | Sell |
2,750
-506
| -16% | -$8.28K | 0.01% | 274 |
|
|
2020
Q4 | $45K | Hold |
3,256
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $40K | Buy |
3,256
+1,480
| +83% | +$18.2K | 0.01% | 218 |
|
|
2020
Q2 | $27K | Hold |
1,776
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $25K | Sell |
1,776
-798
| -31% | -$11.2K | 0.01% | 261 |
|
|
2019
Q4 | $54K | Buy |
2,574
+474
| +23% | +$9.94K | 0.02% | 212 |
|
|
2019
Q3 | $43K | Buy |
2,100
+1,915
| +1,035% | +$39.2K | 0.02% | 191 |
|
|
2019
Q2 | $3.86K | Sell |
185
-1,915
| -91% | -$40K | ﹤0.01% | 300 |
|
|
2019
Q1 | $42K | Hold |
2,100
| – | – | 0.02% | 222 |
|
|
2018
Q4 | $32K | Sell |
2,100
-1
| -0% | -$15 | 0.01% | 220 |
|
|
2018
Q3 | $37K | Buy |
2,101
+2,100
| +210,000% | +$37K | 0.01% | 196 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 364 |
|
|
2018
Q1 | $0 | Sell |
1
-17
| -94% | – | ﹤0.01% | 373 |
|
|
2017
Q4 | $0 | Sell |
18
-883
| -98% | – | ﹤0.01% | 535 |
|
|
2017
Q3 | $17K | Buy |
901
+900
| +90,000% | +$17K | 0.01% | 377 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 340 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 360 |
|
|
2016
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 226 |
|