UAS
United Asset Strategies’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
493,344
-4,599
| -0.9% | -$135K | 1.24% | 22 |
|
|
2025
Q1 | $14.2M | Sell |
497,943
-51,243
| -9% | -$1.46M | 1.32% | 21 |
|
|
2024
Q4 | $15M | Buy |
549,186
+4,343
| +0.8% | +$119K | 1.38% | 18 |
|
|
2024
Q3 | $12M | Buy |
544,843
+19,181
| +4% | +$424K | 1.12% | 28 |
|
|
2024
Q2 | $10.4M | Buy |
525,662
+31,833
| +6% | +$633K | 1.03% | 35 |
|
|
2024
Q1 | $9.06M | Buy |
493,829
+44,022
| +10% | +$807K | 0.9% | 40 |
|
|
2023
Q4 | $7.93M | Sell |
449,807
-36,219
| -7% | -$639K | 0.89% | 39 |
|
|
2023
Q3 | $8.06M | Sell |
486,026
-9,480
| -2% | -$157K | 1.04% | 34 |
|
|
2023
Q2 | $8.53M | Buy |
495,506
+846
| +0.2% | +$14.6K | 1.06% | 34 |
|
|
2023
Q1 | $8.66M | Buy |
494,660
+255,056
| +106% | +$4.47M | 1.14% | 29 |
|
|
2022
Q4 | $4.33M | Sell |
239,604
-11,908
| -5% | -$215K | 0.6% | 57 |
|
|
2022
Q3 | $4.19M | Buy |
251,512
+38,937
| +18% | +$648K | 0.64% | 51 |
|
|
2022
Q2 | $3.56M | Buy |
+212,575
| New | +$3.56M | 0.52% | 56 |
|
|
2021
Q4 | – | Sell |
-10,580
| Closed | -$177K | – | 222 |
|
|
2021
Q3 | $177K | Buy |
10,580
+233
| +2% | +$3.9K | 0.02% | 193 |
|
|
2021
Q2 | $189K | Buy |
+10,347
| New | +$189K | 0.03% | 195 |
|
|
2020
Q2 | – | Sell |
-10,052
| Closed | -$140K | – | 194 |
|
|
2020
Q1 | $140K | Sell |
10,052
-1,483
| -13% | -$20.7K | 0.03% | 165 |
|
|
2019
Q4 | $244K | Hold |
11,535
| – | – | 0.05% | 183 |
|
|
2019
Q3 | $238K | Hold |
11,535
| – | – | 0.05% | 162 |
|
|
2019
Q2 | $241K | Buy |
11,535
+275
| +2% | +$5.75K | 0.06% | 165 |
|
|
2019
Q1 | $225K | Sell |
11,260
-5,234
| -32% | -$105K | 0.05% | 181 |
|
|
2018
Q4 | $254K | Sell |
16,494
-890
| -5% | -$13.7K | 0.07% | 165 |
|
|
2018
Q3 | $308K | Buy |
17,384
+335
| +2% | +$5.94K | 0.07% | 170 |
|
|
2018
Q2 | $301K | Sell |
17,049
-1,494
| -8% | -$26.4K | 0.08% | 168 |
|
|
2018
Q1 | $279K | Buy |
18,543
+1,846
| +11% | +$27.8K | 0.08% | 167 |
|
|
2017
Q4 | $302K | Buy |
+16,697
| New | +$302K | 0.08% | 162 |
|
|
2017
Q3 | – | Sell |
-222,168
| Closed | -$4.26M | – | 144 |
|
|
2017
Q2 | $4.26M | Buy |
222,168
+8,177
| +4% | +$157K | 1.26% | 30 |
|
|
2017
Q1 | $4.65M | Buy |
213,991
+186,094
| +667% | +$4.05M | 1.42% | 26 |
|
|
2016
Q4 | $578K | Buy |
27,897
+501
| +2% | +$10.4K | 0.19% | 94 |
|
|
2016
Q3 | $622K | Buy |
27,396
+1,313
| +5% | +$29.8K | 0.22% | 88 |
|
|
2016
Q2 | $488K | Buy |
26,083
+2,470
| +10% | +$46.2K | 0.18% | 93 |
|
|
2016
Q1 | $422K | Buy |
23,613
+4,188
| +22% | +$74.8K | 0.19% | 86 |
|
|
2015
Q4 | $290K | Sell |
19,425
-33,743
| -63% | -$504K | 0.13% | 111 |
|
|
2015
Q3 | $1.46M | Sell |
53,168
-32,476
| -38% | -$894K | 0.67% | 47 |
|
|
2015
Q2 | $3.29M | Buy |
85,644
+11,183
| +15% | +$429K | 1.47% | 23 |
|
|
2015
Q1 | $3.2M | Buy |
74,461
+13,705
| +23% | +$589K | 1.48% | 26 |
|
|
2014
Q4 | $2.57M | Buy |
+60,756
| New | +$2.57M | 1.1% | 35 |
|