Williams Jones Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,082
| Closed | -$386K | – | 511 |
|
|
2024
Q4 | $386K | Buy |
14,082
+2,372
| +20% | +$65K | ﹤0.01% | 383 |
|
|
2024
Q3 | $259K | Buy |
+11,710
| New | +$259K | ﹤0.01% | 452 |
|
|
2022
Q1 | – | Sell |
-14,767
| Closed | -$234K | – | 542 |
|
|
2021
Q4 | $234K | Sell |
14,767
-3,000
| -17% | -$47.5K | ﹤0.01% | 440 |
|
|
2021
Q3 | $297K | Sell |
17,767
-15,000
| -46% | -$251K | ﹤0.01% | 401 |
|
|
2021
Q2 | $597K | Buy |
32,767
+1,980
| +6% | +$36.1K | 0.01% | 298 |
|
|
2021
Q1 | $513K | Buy |
30,787
+1,917
| +7% | +$31.9K | 0.01% | 308 |
|
|
2020
Q4 | $395K | Sell |
28,870
-18,406
| -39% | -$252K | 0.01% | 323 |
|
|
2020
Q3 | $583K | Sell |
47,276
-94,480
| -67% | -$1.17M | 0.01% | 249 |
|
|
2020
Q2 | $2.15M | Buy |
141,756
+721
| +0.5% | +$10.9K | 0.04% | 155 |
|
|
2020
Q1 | $1.96M | Sell |
141,035
-200,295
| -59% | -$2.79M | 0.05% | 139 |
|
|
2019
Q4 | $7.23M | Buy |
341,330
+56,339
| +20% | +$1.19M | 0.14% | 96 |
|
|
2019
Q3 | $5.87M | Buy |
+284,991
| New | +$5.87M | 0.12% | 109 |
|