Welch & Forbes’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 | $347K | Sell |
11,802
-400
| -3% | -$11.8K | ﹤0.01% | 308 |
|
|
2025
Q1 | $348K | Buy |
+12,202
| New | +$348K | ﹤0.01% | 304 |
|
|
2021
Q3 | – | Sell |
-15,919
| Closed | -$290K | – | 389 |
|
|
2021
Q2 | $290K | Hold |
15,919
| – | – | ﹤0.01% | 353 |
|
|
2021
Q1 | $265K | Sell |
15,919
-296
| -2% | -$4.93K | ﹤0.01% | 353 |
|
|
2020
Q4 | $222K | Buy |
16,215
+4,183
| +35% | +$57.3K | ﹤0.01% | 371 |
|
|
2020
Q3 | $148K | Buy |
+12,032
| New | +$148K | ﹤0.01% | 350 |
|
|
2015
Q4 | – | Sell |
-17,307
| Closed | -$479K | – | 337 |
|
|
2015
Q3 | $479K | Sell |
17,307
-2,420
| -12% | -$67K | 0.02% | 247 |
|
|
2015
Q2 | $757K | Sell |
19,727
-255
| -1% | -$9.79K | 0.02% | 218 |
|
|
2015
Q1 | $840K | Sell |
19,982
-9,271
| -32% | -$390K | 0.03% | 215 |
|
|
2014
Q4 | $1.24M | Buy |
29,253
+23,928
| +449% | +$1.01M | 0.04% | 200 |
|
|
2014
Q3 | $204K | Buy |
+5,325
| New | +$204K | 0.01% | 338 |
|