United Advisor Group’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
$627K Buy
21,339
+112
+0.5% +$3.29K 0.11% 189
2025
Q1
$606K Sell
21,227
-12,015
-36% -$343K 0.12% 165
2024
Q4
$911K Buy
33,242
+11,618
+54% +$318K 0.18% 131
2024
Q3
$478K Buy
21,624
+3,733
+21% +$82.5K 0.11% 198
2024
Q2
$355K Buy
+17,891
New +$355K 0.11% 175