Whittier Trust’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 | $2.09M | Buy |
71,033
+2,682
| +4% | +$78.8K | 0.03% | 292 |
|
|
2025
Q1 | $1.95M | Sell |
68,351
-12,702
| -16% | -$362K | 0.03% | 288 |
|
|
2024
Q4 | $2.22M | Sell |
81,053
-7,981
| -9% | -$219K | 0.03% | 264 |
|
|
2024
Q3 | $1.97M | Sell |
89,034
-494,382
| -85% | -$10.9M | 0.03% | 279 |
|
|
2024
Q2 | $11.6M | Buy |
583,416
+5,475
| +0.9% | +$109K | 0.16% | 118 |
|
|
2024
Q1 | $10.6M | Buy |
577,941
+11,572
| +2% | +$212K | 0.15% | 127 |
|
|
2023
Q4 | $9.98M | Sell |
566,369
-8,874
| -2% | -$156K | 0.16% | 131 |
|
|
2023
Q3 | $9.53M | Buy |
575,243
+4,593
| +0.8% | +$76.1K | 0.17% | 130 |
|
|
2023
Q2 | $9.82M | Sell |
570,650
-20,606
| -3% | -$355K | 0.17% | 129 |
|
|
2023
Q1 | $10.3M | Buy |
591,256
+9,723
| +2% | +$170K | 0.19% | 122 |
|
|
2022
Q4 | $10.5M | Buy |
581,533
+4,418
| +0.8% | +$79.8K | 0.2% | 112 |
|
|
2022
Q3 | $9.6M | Buy |
577,115
+11,940
| +2% | +$199K | 0.2% | 115 |
|
|
2022
Q2 | $9.47M | Buy |
565,175
+12,812
| +2% | +$215K | 0.19% | 121 |
|
|
2022
Q1 | $10.4M | Buy |
552,363
+24,302
| +5% | +$459K | 0.18% | 124 |
|
|
2021
Q4 | $8.37M | Buy |
528,061
+9,279
| +2% | +$147K | 0.14% | 148 |
|
|
2021
Q3 | $8.67M | Sell |
518,782
-4,812
| -0.9% | -$80.4K | 0.16% | 137 |
|
|
2021
Q2 | $9.54M | Buy |
523,594
+10,609
| +2% | +$193K | 0.17% | 130 |
|
|
2021
Q1 | $8.54M | Buy |
512,985
+19,145
| +4% | +$319K | 0.17% | 128 |
|
|
2020
Q4 | $6.75M | Buy |
493,840
+3,269
| +0.7% | +$44.7K | 0.14% | 135 |
|
|
2020
Q3 | $6.05M | Sell |
490,571
-6,682
| -1% | -$82.4K | 0.14% | 140 |
|
|
2020
Q2 | $7.54M | Buy |
497,253
+71,189
| +17% | +$1.08M | 0.21% | 119 |
|
|
2020
Q1 | $5.93M | Buy |
426,064
+30,176
| +8% | +$420K | 0.19% | 121 |
|
|
2019
Q4 | $8.38M | Sell |
395,888
-2,291
| -0.6% | -$48.5K | 0.22% | 116 |
|
|
2019
Q3 | $8.21M | Buy |
398,179
+10,093
| +3% | +$208K | 0.23% | 106 |
|
|
2019
Q2 | $8.1M | Sell |
388,086
-8,678
| -2% | -$181K | 0.24% | 105 |
|
|
2019
Q1 | $7.94M | Buy |
396,764
+4,400
| +1% | +$88K | 0.24% | 104 |
|
|
2018
Q4 | $6.04M | Sell |
392,364
-5,265
| -1% | -$81K | 0.21% | 118 |
|
|
2018
Q3 | $7.05M | Buy |
397,629
+2,080
| +0.5% | +$36.9K | 0.22% | 121 |
|
|
2018
Q2 | $6.99M | Sell |
395,549
-14,729
| -4% | -$260K | 0.23% | 118 |
|
|
2018
Q1 | $6.18M | Buy |
410,278
+9,224
| +2% | +$139K | 0.21% | 121 |
|
|
2017
Q4 | $7.24M | Buy |
401,054
+4,585
| +1% | +$82.8K | 0.25% | 112 |
|
|
2017
Q3 | $7.6M | Buy |
396,469
+9,858
| +3% | +$189K | 0.28% | 103 |
|
|
2017
Q2 | $7.4M | Sell |
386,611
-3,904
| -1% | -$74.8K | 0.29% | 102 |
|
|
2017
Q1 | $8.49M | Sell |
390,515
-36,627
| -9% | -$796K | 0.34% | 85 |
|
|
2016
Q4 | $8.84M | Sell |
427,142
-120,798
| -22% | -$2.5M | 0.38% | 75 |
|
|
2016
Q3 | $12.7M | Sell |
547,940
-1,834
| -0.3% | -$42.4K | 0.55% | 49 |
|
|
2016
Q2 | $10.3M | Buy |
549,774
+7,864
| +1% | +$147K | 0.45% | 59 |
|
|
2016
Q1 | $9.68M | Buy |
541,910
+213,501
| +65% | +$3.81M | 0.43% | 65 |
|
|
2015
Q4 | $4.9M | Buy |
328,409
+230,497
| +235% | +$3.44M | 0.22% | 127 |
|
|
2015
Q3 | $2.71M | Sell |
97,912
-2,215
| -2% | -$61.3K | 0.13% | 165 |
|
|
2015
Q2 | $3.84M | Sell |
100,127
-2,590
| -3% | -$99.4K | 0.17% | 146 |
|
|
2015
Q1 | $4.32M | Buy |
102,717
+2,417
| +2% | +$102K | 0.2% | 132 |
|
|
2014
Q4 | $4.24M | Buy |
100,300
+87,349
| +674% | +$3.7M | 0.2% | 128 |
|
|
2014
Q3 | $497K | Hold |
12,951
| – | – | 0.02% | 330 |
|
|
2014
Q2 | $469K | Hold |
12,951
| – | – | 0.02% | 335 |
|
|
2014
Q1 | $421K | Hold |
12,951
| – | – | 0.02% | 339 |
|
|
2013
Q4 | $466K | Buy |
12,951
+4,259
| +49% | +$153K | 0.02% | 325 |
|
|
2013
Q3 | $309K | Hold |
8,692
| – | – | 0.02% | 382 |
|
|
2013
Q2 | $332K | Buy |
+8,692
| New | +$332K | 0.02% | 363 |
|