Univest Financial’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $964K | Buy |
|
|||||
|
2025
Q2 | $957K | Buy |
|
|||||
|
2025
Q1 | $881K | Sell |
|
|||||
|
2024
Q4 | $956K | Buy |
|
|||||
|
2024
Q3 | $755K | Buy |
|
|||||
|
2024
Q2 | $227K | Sell |
|
|||||
|
2024
Q1 | $212K | Sell |
|
|||||
|
2023
Q4 | $206K | Sell |
|
|||||
|
2023
Q3 | $197K | Sell |
|
|||||
|
2023
Q2 | $210K | Hold |
|
|||||
|
2023
Q1 | $213K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $462K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $429K | Sell |
|
|||||
|
2016
Q4 | $462K | Sell |
|
|||||
|
2016
Q3 | $528K | Buy |
|
|||||
|
2016
Q2 | $410K | Buy |
|
|||||
|
2016
Q1 | $308K | Buy |
|