180 Wealth Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $500K | Sell |
3,246
-596
| -16% | -$91.9K | 0.07% | 243 |
|
2025
Q1 | $594K | Buy |
+3,842
| New | +$594K | 0.09% | 204 |
|
2023
Q2 | – | Sell |
-3,329
| Closed | -$374K | – | 369 |
|
2023
Q1 | $374K | Sell |
3,329
-9
| -0.3% | -$1.01K | 0.09% | 223 |
|
2022
Q4 | $385K | Buy |
3,338
+44
| +1% | +$5.08K | 0.09% | 225 |
|
2022
Q3 | $335K | Buy |
+3,294
| New | +$335K | 0.09% | 221 |
|
2020
Q4 | – | Sell |
-10,604
| Closed | -$1M | – | 312 |
|
2020
Q3 | $1M | Buy |
10,604
+528
| +5% | +$49.8K | 0.37% | 77 |
|
2020
Q2 | $1.02M | Buy |
10,076
+765
| +8% | +$77.3K | 0.4% | 66 |
|
2020
Q1 | $907K | Buy |
9,311
+1,100
| +13% | +$107K | 0.47% | 62 |
|
2019
Q4 | $934K | Buy |
+8,211
| New | +$934K | 0.37% | 76 |
|