Waverly Advisors’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
Q2
$4.02M Buy
2025
Q1
$3.6M Buy
2024
Q4
$3.3M Buy
2024
Q3
$1.85M Buy
2024
Q2
$1.41M Buy
2024
Q1
$1.26M Buy
2018
Q1
Sell
2017
Q4
$36K Buy
2015
Q4
Sell
2015
Q3
$57K Sell
2015
Q2
$81K Buy
2015
Q1
$87K Buy
2014
Q4
$23K Sell
2014
Q3
$62K Hold
2014
Q2
$59K Buy
2014
Q1
$13K Sell
2013
Q4
$24K Buy
2013
Q3
$21K Buy