Westover Capital 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 | $278K | Hold |
9,472
| – | – | 0.06% | 196 |
|
|
2025
Q1 | $270K | Hold |
9,472
| – | – | 0.06% | 201 |
|
|
2024
Q4 | $260K | Hold |
9,472
| – | – | 0.06% | 204 |
|
|
2024
Q3 | $209K | Buy |
+9,472
| New | +$209K | 0.04% | 236 |
|
|
2022
Q3 | – | Sell |
-11,772
| Closed | -$197K | – | 162 |
|
|
2022
Q2 | $197K | Hold |
11,772
| – | – | 0.07% | 163 |
|
|
2022
Q1 | $223K | Hold |
11,772
| – | – | 0.07% | 169 |
|
|
2021
Q4 | $187K | Hold |
11,772
| – | – | 0.05% | 175 |
|
|
2021
Q3 | $197K | Hold |
11,772
| – | – | 0.06% | 170 |
|
|
2021
Q2 | $215K | Hold |
11,772
| – | – | 0.07% | 173 |
|
|
2021
Q1 | $196K | Hold |
11,772
| – | – | 0.07% | 164 |
|
|
2020
Q4 | $161K | Sell |
11,772
-1,994
| -14% | -$27.3K | 0.06% | 150 |
|
|
2020
Q3 | $170K | Buy |
+13,766
| New | +$170K | 0.07% | 131 |
|
|
2015
Q2 | – | Sell |
-20,390
| Closed | -$858K | – | 96 |
|
|
2015
Q1 | $858K | Sell |
20,390
-1,189
| -6% | -$50K | 0.69% | 48 |
|
|
2014
Q4 | $913K | Hold |
21,579
| – | – | 0.78% | 43 |
|
|
2014
Q3 | $827K | Hold |
21,579
| – | – | 0.67% | 48 |
|
|
2014
Q2 | $782K | Buy |
21,579
+580
| +3% | +$21K | 0.66% | 51 |
|
|
2014
Q1 | $682K | Buy |
+20,999
| New | +$682K | 0.64% | 47 |
|