SW
SVB Wealth’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.97M | Sell |
237,109
-10,925
| -4% | -$321K | 0.37% | 59 |
|
|
2025
Q1 | $7.08M | Buy |
248,034
+98,456
| +66% | +$2.81M | 0.29% | 45 |
|
|
2024
Q4 | $4.1M | Buy |
+149,578
| New | +$4.1M | 0.08% | 154 |
|
|
2024
Q3 | – | Sell |
-124,074
| Closed | -$2.47M | – | 340 |
|
|
2024
Q2 | $2.47M | Buy |
124,074
+2,028
| +2% | +$40.3K | 0.06% | 211 |
|
|
2024
Q1 | $2.24M | Buy |
122,046
+1,806
| +2% | +$33.1K | 0.05% | 235 |
|
|
2023
Q4 | $2.12M | Buy |
120,240
+16,459
| +16% | +$290K | 0.05% | 233 |
|
|
2023
Q3 | $1.72M | Sell |
103,781
-6,130
| -6% | -$102K | 0.04% | 242 |
|
|
2023
Q2 | $1.89M | Sell |
109,911
-2,565
| -2% | -$44.2K | 0.03% | 247 |
|
|
2023
Q1 | $1.97M | Sell |
112,476
-26,757
| -19% | -$469K | 0.03% | 270 |
|
|
2022
Q4 | $2.52M | Buy |
139,233
+10,759
| +8% | +$195K | 0.03% | 235 |
|
|
2022
Q3 | $2.14M | Buy |
128,474
+22,550
| +21% | +$375K | 0.03% | 249 |
|
|
2022
Q2 | $1.78M | Buy |
105,924
+4,846
| +5% | +$81.2K | 0.03% | 235 |
|
|
2022
Q1 | $1.91M | Buy |
101,078
+25,826
| +34% | +$488K | 0.03% | 234 |
|
|
2021
Q4 | $1.19M | Buy |
75,252
+1,676
| +2% | +$26.6K | 0.02% | 286 |
|
|
2021
Q3 | $1.23M | Buy |
73,576
+3,787
| +5% | +$63.3K | 0.02% | 349 |
|
|
2021
Q2 | $1.27M | Buy |
69,789
+3,848
| +6% | +$70.1K | 0.02% | 340 |
|
|
2021
Q1 | $1.1M | Buy |
65,941
+3,534
| +6% | +$58.8K | 0.02% | 333 |
|
|
2020
Q4 | $853K | Buy |
62,407
+40,402
| +184% | +$552K | 0.01% | 355 |
|
|
2020
Q3 | $271K | Sell |
22,005
-4,323
| -16% | -$53.2K | ﹤0.01% | 548 |
|
|
2020
Q2 | $399K | Buy |
+26,328
| New | +$399K | 0.01% | 403 |
|
|
2020
Q1 | – | Sell |
-12,148
| Closed | -$257K | – | 648 |
|
|
2019
Q4 | $257K | Buy |
+12,148
| New | +$257K | ﹤0.01% | 524 |
|
|
2019
Q3 | – | Sell |
-9,649
| Closed | -$201K | – | 519 |
|
|
2019
Q2 | $201K | Buy |
+9,649
| New | +$201K | 0.01% | 501 |
|
|
2019
Q1 | – | Sell |
-19,952
| Closed | -$307K | – | 407 |
|
|
2018
Q4 | $307K | Sell |
19,952
-90,169
| -82% | -$1.39M | 0.01% | 343 |
|
|
2018
Q3 | $1.95M | Sell |
110,121
-10,217
| -8% | -$181K | 0.07% | 174 |
|
|
2018
Q2 | $2.13M | Sell |
120,338
-11,439
| -9% | -$202K | 0.08% | 166 |
|
|
2018
Q1 | $1.99M | Buy |
131,777
+7,090
| +6% | +$107K | 0.08% | 181 |
|
|
2017
Q4 | $2.25M | Sell |
124,687
-11,726
| -9% | -$212K | 0.08% | 170 |
|
|
2017
Q3 | $2.62M | Buy |
136,413
+4,427
| +3% | +$84.9K | 0.1% | 161 |
|
|
2017
Q2 | $2.53M | Buy |
131,986
+18,212
| +16% | +$349K | 0.1% | 165 |
|
|
2017
Q1 | $2.47M | Buy |
113,774
+102,744
| +931% | +$2.23M | 0.1% | 164 |
|
|
2016
Q4 | $228K | Buy |
11,030
+434
| +4% | +$8.97K | 0.01% | 448 |
|
|
2016
Q3 | $245K | Sell |
10,596
-395
| -4% | -$9.13K | 0.01% | 470 |
|
|
2016
Q2 | $206K | Sell |
10,991
-2,439
| -18% | -$45.7K | 0.01% | 482 |
|
|
2016
Q1 | $240K | Sell |
13,430
-23,360
| -63% | -$417K | 0.01% | 469 |
|
|
2015
Q4 | $549K | Sell |
36,790
-1,248
| -3% | -$18.6K | 0.02% | 360 |
|
|
2015
Q3 | $1.05M | Buy |
38,038
+4,773
| +14% | +$132K | 0.04% | 294 |
|
|
2015
Q2 | $1.28M | Buy |
33,265
+123
| +0.4% | +$4.72K | 0.04% | 284 |
|
|
2015
Q1 | $1.39M | Buy |
33,142
+12,418
| +60% | +$522K | 0.05% | 281 |
|
|
2014
Q4 | $877K | Buy |
+20,724
| New | +$877K | 0.03% | 319 |
|