Wendell David 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 | $294K | Hold |
10,000
| – | – | 0.03% | 140 |
|
|
2025
Q1 | $285K | Hold |
10,000
| – | – | 0.03% | 140 |
|
|
2024
Q4 | $274K | Hold |
10,000
| – | – | 0.03% | 142 |
|
|
2024
Q3 | $221K | Hold |
10,000
| – | – | 0.02% | 155 |
|
|
2024
Q2 | $199K | Hold |
10,000
| – | – | 0.02% | 158 |
|
|
2024
Q1 | $183K | Hold |
10,000
| – | – | 0.02% | 162 |
|
|
2023
Q4 | $176K | Hold |
10,000
| – | – | 0.02% | 161 |
|
|
2023
Q3 | $166K | Hold |
10,000
| – | – | 0.02% | 154 |
|
|
2023
Q2 | $172K | Hold |
10,000
| – | – | 0.02% | 146 |
|
|
2023
Q1 | $175K | Hold |
10,000
| – | – | 0.02% | 145 |
|
|
2022
Q4 | $181K | Hold |
10,000
| – | – | 0.02% | 144 |
|
|
2022
Q3 | $166K | Hold |
10,000
| – | – | 0.02% | 144 |
|
|
2022
Q2 | $168K | Hold |
10,000
| – | – | 0.02% | 148 |
|
|
2022
Q1 | $189K | Hold |
10,000
| – | – | 0.02% | 152 |
|
|
2021
Q4 | $159K | Buy |
+10,000
| New | +$159K | 0.02% | 154 |
|