Waverly Advisors’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 | $4.02M | Buy |
136,700
+10,399
| +8% | +$306K | 0.04% | 344 |
|
|
2025
Q1 | $3.6M | Buy |
126,301
+5,980
| +5% | +$171K | 0.04% | 350 |
|
|
2024
Q4 | $3.3M | Buy |
120,321
+36,548
| +44% | +$1M | 0.05% | 283 |
|
|
2024
Q3 | $1.85M | Buy |
83,773
+12,609
| +18% | +$279K | 0.03% | 342 |
|
|
2024
Q2 | $1.41M | Buy |
71,164
+2,192
| +3% | +$43.6K | 0.03% | 375 |
|
|
2024
Q1 | $1.26M | Buy |
+68,972
| New | +$1.26M | 0.03% | 328 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$36K | – | 282 |
|
|
2017
Q4 | $36K | Buy |
+2,000
| New | +$36K | 0.01% | 273 |
|
|
2015
Q4 | – | Sell |
-2,075
| Closed | -$57K | – | 274 |
|
|
2015
Q3 | $57K | Sell |
2,075
-42
| -2% | -$1.15K | 0.04% | 118 |
|
|
2015
Q2 | $81K | Buy |
2,117
+41
| +2% | +$1.57K | 0.05% | 86 |
|
|
2015
Q1 | $87K | Buy |
2,076
+1,532
| +282% | +$64.2K | 0.04% | 74 |
|
|
2014
Q4 | $23K | Sell |
544
-1,083
| -67% | -$45.8K | 0.01% | 202 |
|
|
2014
Q3 | $62K | Hold |
1,627
| – | – | 0.03% | 196 |
|
|
2014
Q2 | $59K | Buy |
1,627
+1,228
| +308% | +$44.5K | 0.02% | 215 |
|
|
2014
Q1 | $13K | Sell |
399
-275
| -41% | -$8.96K | 0.01% | 381 |
|
|
2013
Q4 | $24K | Buy |
674
+86
| +15% | +$3.06K | 0.01% | 431 |
|
|
2013
Q3 | $21K | Buy |
+588
| New | +$21K | 0.01% | 349 |
|