Truepoint Inc’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 | $754K | Buy |
+25,656
| New | +$754K | 0.02% | 82 |
|
|
2024
Q1 | – | Sell |
-42,861
| Closed | -$756K | – | 184 |
|
|
2023
Q4 | $756K | Buy |
42,861
+13,544
| +46% | +$239K | 0.02% | 102 |
|
|
2023
Q3 | $486K | Buy |
29,317
+59
| +0.2% | +$978 | 0.02% | 120 |
|
|
2023
Q2 | $504K | Buy |
29,258
+24
| +0.1% | +$413 | 0.02% | 100 |
|
|
2023
Q1 | $512K | Hold |
29,234
| – | – | 0.02% | 93 |
|
|
2022
Q4 | $529K | Sell |
29,234
-500
| -2% | -$9.04K | 0.02% | 92 |
|
|
2022
Q3 | $495K | Hold |
29,734
| – | – | 0.03% | 86 |
|
|
2022
Q2 | $498K | Hold |
29,734
| – | – | 0.03% | 94 |
|
|
2022
Q1 | $562K | Buy |
29,734
+500
| +2% | +$9.45K | 0.03% | 85 |
|
|
2021
Q4 | $464K | Buy |
29,234
+2,000
| +7% | +$31.7K | 0.02% | 89 |
|
|
2021
Q3 | $456K | Buy |
27,234
+4,000
| +17% | +$67K | 0.02% | 85 |
|
|
2021
Q2 | $424K | Hold |
23,234
| – | – | 0.02% | 81 |
|
|
2021
Q1 | $387K | Hold |
23,234
| – | – | 0.02% | 84 |
|
|
2020
Q4 | $318K | Hold |
23,234
| – | – | 0.02% | 93 |
|
|
2020
Q3 | $287K | Hold |
23,234
| – | – | 0.02% | 46 |
|
|
2020
Q2 | $352K | Hold |
23,234
| – | – | 0.03% | 44 |
|
|
2020
Q1 | $323K | Hold |
23,234
| – | – | 0.03% | 45 |
|
|
2019
Q4 | $492K | Sell |
23,234
-300
| -1% | -$6.35K | 0.04% | 68 |
|
|
2019
Q3 | $485K | Hold |
23,534
| – | – | 0.04% | 61 |
|
|
2019
Q2 | $491K | Hold |
23,534
| – | – | 0.04% | 71 |
|
|
2019
Q1 | $471K | Hold |
23,534
| – | – | 0.04% | 64 |
|
|
2018
Q4 | $362K | Buy |
23,534
+300
| +1% | +$4.62K | 0.03% | 72 |
|
|
2018
Q3 | $412K | Sell |
23,234
-1,711
| -7% | -$30.3K | 0.04% | 72 |
|
|
2018
Q2 | $441K | Buy |
24,945
+24,591
| +6,947% | +$435K | 0.04% | 69 |
|
|
2018
Q1 | $23.5K | Sell |
354
-24,293
| -99% | -$1.62M | 0.18% | 25 |
|
|
2017
Q4 | $445K | Buy |
24,647
+300
| +1% | +$5.42K | 0.04% | 55 |
|
|
2017
Q3 | $467K | Buy |
24,347
+413
| +2% | +$7.92K | 0.05% | 59 |
|
|
2017
Q2 | $487K | Hold |
23,934
| – | – | 0.05% | 58 |
|
|
2017
Q1 | $520K | Buy |
+23,934
| New | +$520K | 0.06% | 56 |
|