Waddell & Associates’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 | $520K | Buy |
17,695
+1,674
| +10% | +$49.2K | 0.06% | 107 |
|
|
2025
Q1 | $457K | Buy |
16,021
+275
| +2% | +$7.85K | 0.06% | 92 |
|
|
2024
Q4 | $431K | Buy |
+15,746
| New | +$431K | 0.04% | 92 |
|
|
2024
Q1 | – | Sell |
-14,004
| Closed | -$247K | – | 150 |
|
|
2023
Q4 | $247K | Sell |
14,004
-1,775
| -11% | -$31.3K | 0.03% | 131 |
|
|
2023
Q3 | $262K | Buy |
15,779
+4,300
| +37% | +$71.3K | 0.04% | 140 |
|
|
2023
Q2 | $198K | Sell |
11,479
-1,875
| -14% | -$32.3K | 0.03% | 162 |
|
|
2023
Q1 | $234K | Sell |
13,354
-1,100
| -8% | -$19.3K | 0.04% | 139 |
|
|
2022
Q4 | $261K | Buy |
14,454
+855
| +6% | +$15.5K | 0.04% | 121 |
|
|
2022
Q3 | $226K | Sell |
13,599
-260
| -2% | -$4.32K | 0.04% | 124 |
|
|
2022
Q2 | $232K | Sell |
13,859
-5,700
| -29% | -$95.4K | 0.05% | 122 |
|
|
2022
Q1 | $370K | Buy |
19,559
+370
| +2% | +$7K | 0.06% | 85 |
|
|
2021
Q4 | $304K | Buy |
19,189
+5,135
| +37% | +$81.4K | 0.05% | 94 |
|
|
2021
Q3 | $235K | Hold |
14,054
| – | – | 0.04% | 101 |
|
|
2021
Q2 | $256 | Buy |
+14,054
| New | +$256 | 0.04% | 103 |
|