Welch & Forbes’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
$347K Sell
2025
Q1
$348K Buy
2021
Q3
Sell
2021
Q2
$290K Hold
2021
Q1
$265K Sell
2020
Q4
$222K Buy
2020
Q3
$148K Buy
2015
Q4
Sell
2015
Q3
$479K Sell
2015
Q2
$757K Sell
2015
Q1
$840K Sell
2014
Q4
$1.24M Buy
2014
Q3
$204K Buy