WSTAM
Wilbanks Smith & Thomas Asset Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $724K | Sell |
39,464
-2,930
| -7% | -$53.7K | 0.02% | 278 |
|
|
2023
Q4 | $748K | Buy |
42,394
+968
| +2% | +$17.1K | 0.02% | 271 |
|
|
2023
Q3 | $687K | Sell |
41,426
-351
| -0.8% | -$5.82K | 0.02% | 266 |
|
|
2023
Q2 | $719K | Buy |
41,777
+2,317
| +6% | +$39.9K | 0.02% | 257 |
|
|
2023
Q1 | $691K | Sell |
39,460
-4,360
| -10% | -$76.3K | 0.02% | 259 |
|
|
2022
Q4 | $792K | Buy |
+43,820
| New | +$792K | 0.03% | 244 |
|
|
2020
Q1 | – | Sell |
-23,083
| Closed | -$489K | – | 409 |
|
|
2019
Q4 | $489K | Buy |
23,083
+408
| +2% | +$8.64K | 0.03% | 252 |
|
|
2019
Q3 | $467K | Buy |
22,675
+119
| +0.5% | +$2.45K | 0.03% | 240 |
|
|
2019
Q2 | $471K | Hold |
22,556
| – | – | 0.03% | 241 |
|
|
2019
Q1 | $451K | Sell |
22,556
-1,000
| -4% | -$20K | 0.03% | 252 |
|
|
2018
Q4 | $362K | Buy |
23,556
+3,174
| +16% | +$48.8K | 0.02% | 234 |
|
|
2018
Q3 | $361K | Sell |
20,382
-1,193
| -6% | -$21.1K | 0.02% | 277 |
|
|
2018
Q2 | $381K | Sell |
21,575
-60,750
| -74% | -$1.07M | 0.03% | 232 |
|
|
2018
Q1 | $1.24M | Sell |
82,325
-2,846
| -3% | -$42.9K | 0.1% | 126 |
|
|
2017
Q4 | $1.54M | Sell |
85,171
-43,622
| -34% | -$788K | 0.12% | 117 |
|
|
2017
Q3 | $2.47M | Buy |
128,793
+18,217
| +16% | +$349K | 0.21% | 88 |
|
|
2017
Q2 | $2.12M | Sell |
110,576
-16,907
| -13% | -$324K | 0.19% | 94 |
|
|
2017
Q1 | $2.77M | Sell |
127,483
-1,296
| -1% | -$28.2K | 0.24% | 74 |
|
|
2016
Q4 | $2.67M | Sell |
128,779
-44,588
| -26% | -$923K | 0.24% | 73 |
|
|
2016
Q3 | $4.01M | Sell |
173,367
-4,333
| -2% | -$100K | 0.37% | 45 |
|
|
2016
Q2 | $3.33M | Sell |
177,700
-3,185
| -2% | -$59.6K | 0.35% | 56 |
|
|
2016
Q1 | $3.23M | Sell |
180,885
-2,215
| -1% | -$39.6K | 0.39% | 51 |
|
|
2015
Q4 | $2.73M | Sell |
183,100
-37,540
| -17% | -$560K | 0.27% | 62 |
|
|
2015
Q3 | $6.11M | Buy |
220,640
+50,996
| +30% | +$1.41M | 0.87% | 22 |
|
|
2015
Q2 | $6.51M | Buy |
169,644
+53,853
| +47% | +$2.07M | 0.64% | 28 |
|
|
2015
Q1 | $4.87M | Buy |
115,791
+1,927
| +2% | +$81K | 0.48% | 35 |
|
|
2014
Q4 | $4.82M | Buy |
+113,864
| New | +$4.82M | 0.49% | 37 |
|