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 |
|