SAM
Smithbridge Asset Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Hold |
55,444
| – | – | 0.29% | 65 |
|
|
2025
Q1 | $1.58M | Buy |
+55,444
| New | +$1.58M | 0.29% | 69 |
|
|
2024
Q3 | $1.25M | Hold |
56,444
| – | – | 0.21% | 79 |
|
|
2024
Q2 | $1.12M | Hold |
56,444
| – | – | 0.23% | 78 |
|
|
2024
Q1 | $1.04M | Sell |
56,444
-3,512
| -6% | -$64.4K | 0.21% | 85 |
|
|
2023
Q4 | $1.06M | Sell |
59,956
-3,547
| -6% | -$62.6K | 0.24% | 81 |
|
|
2023
Q3 | $1.05M | Sell |
63,503
-238
| -0.4% | -$3.95K | 0.26% | 80 |
|
|
2023
Q2 | $1.1M | Buy |
63,741
+3,697
| +6% | +$63.7K | 0.26% | 80 |
|
|
2023
Q1 | $1.05M | Sell |
60,044
-372
| -0.6% | -$6.51K | 0.26% | 79 |
|
|
2022
Q4 | $1.09M | Sell |
60,416
-1,705
| -3% | -$30.8K | 0.29% | 82 |
|
|
2022
Q3 | $1.03M | Sell |
62,121
-1,168
| -2% | -$19.4K | 0.42% | 61 |
|
|
2022
Q2 | $1.06M | Sell |
63,289
-438
| -0.7% | -$7.34K | 0.41% | 64 |
|
|
2022
Q1 | $1.21M | Buy |
63,727
+7,942
| +14% | +$150K | 0.4% | 66 |
|
|
2021
Q4 | $885K | Hold |
55,785
| – | – | 0.27% | 69 |
|
|
2021
Q3 | $933K | Sell |
55,785
-2,315
| -4% | -$38.7K | 0.31% | 69 |
|
|
2021
Q2 | $1.06M | Buy |
58,100
+3,267
| +6% | +$59.5K | 0.35% | 67 |
|
|
2021
Q1 | $913K | Buy |
54,833
+2,500
| +5% | +$41.6K | 0.39% | 55 |
|
|
2020
Q4 | $715K | Sell |
52,333
-101
| -0.2% | -$1.38K | 0.33% | 57 |
|
|
2020
Q3 | $647K | Buy |
52,434
+301
| +0.6% | +$3.71K | 0.33% | 57 |
|
|
2020
Q2 | $791K | Buy |
52,133
+4,300
| +9% | +$65.2K | 0.44% | 53 |
|
|
2020
Q1 | $666K | Sell |
47,833
-200
| -0.4% | -$2.79K | 0.45% | 51 |
|
|
2019
Q4 | $1.02M | Sell |
48,033
-3,000
| -6% | -$63.5K | 0.52% | 53 |
|
|
2019
Q3 | $1.05M | Buy |
51,033
+700
| +1% | +$14.4K | 0.59% | 50 |
|
|
2019
Q2 | $1.05M | Buy |
50,333
+800
| +2% | +$16.7K | 0.61% | 52 |
|
|
2019
Q1 | $991K | Hold |
49,533
| – | – | 0.6% | 51 |
|
|
2018
Q4 | $762K | Buy |
49,533
+5,300
| +12% | +$81.5K | 0.53% | 53 |
|
|
2018
Q3 | $784K | Buy |
44,233
+3,000
| +7% | +$53.2K | 0.47% | 54 |
|
|
2018
Q2 | $729K | Buy |
+41,233
| New | +$729K | 0.47% | 57 |
|
|
2017
Q4 | – | Sell |
-10,044
| Closed | -$193K | – | 82 |
|
|
2017
Q3 | $193K | Sell |
10,044
-2,000
| -17% | -$38.4K | 0.14% | 75 |
|
|
2017
Q2 | $231K | Sell |
12,044
-106
| -0.9% | -$2.03K | 0.19% | 60 |
|
|
2017
Q1 | $264K | Hold |
12,150
| – | – | 0.23% | 55 |
|
|
2016
Q4 | $252K | Hold |
12,150
| – | – | 0.22% | 55 |
|
|
2016
Q3 | $281K | Hold |
12,150
| – | – | 0.25% | 50 |
|
|
2016
Q2 | $227K | Hold |
12,150
| – | – | 0.21% | 53 |
|
|
2016
Q1 | $217K | Sell |
12,150
-2,719
| -18% | -$48.6K | 0.2% | 52 |
|
|
2015
Q4 | $222K | Buy |
14,869
+1,123
| +8% | +$16.8K | 0.2% | 50 |
|
|
2015
Q3 | $380K | Sell |
13,746
-572
| -4% | -$15.8K | 0.36% | 47 |
|
|
2015
Q2 | $550K | Buy |
14,318
+2,572
| +22% | +$98.8K | 0.46% | 44 |
|
|
2015
Q1 | $494K | Sell |
11,746
-128
| -1% | -$5.38K | 0.41% | 45 |
|
|
2014
Q4 | $502K | Buy |
+11,874
| New | +$502K | 0.41% | 45 |
|