44 Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,175
| Closed | -$311K | – | 190 |
|
|
2024
Q3 | $311K | Buy |
+2,175
| New | +$311K | 0.11% | 167 |
|
|
2023
Q2 | $6.21M | Sell |
53,378
-677
| -1% | -$78.8K | 2.12% | 5 |
|
|
2023
Q1 | $6.07M | Buy |
54,055
+1,310
| +2% | +$147K | 2.06% | 9 |
|
|
2022
Q4 | $5.91M | Buy |
52,745
+168
| +0.3% | +$18.8K | 2.04% | 10 |
|
|
2022
Q3 | $5.36M | Sell |
52,577
-22
| -0% | -$2.24K | 2.2% | 10 |
|
|
2022
Q2 | $5.9M | Buy |
52,599
+210
| +0.4% | +$23.5K | 2.28% | 10 |
|
|
2022
Q1 | $6.26M | Sell |
52,389
-579
| -1% | -$69.2K | 2.26% | 9 |
|
|
2021
Q4 | $5.55M | Buy |
52,968
+1,167
| +2% | +$122K | 1.93% | 14 |
|
|
2021
Q3 | $4.57M | Buy |
51,801
+553
| +1% | +$48.8K | 1.75% | 13 |
|
|
2021
Q2 | $4.93M | Sell |
51,248
-1,716
| -3% | -$165K | 1.89% | 11 |
|
|
2021
Q1 | $5.24M | Buy |
52,964
+2,782
| +6% | +$275K | 2.19% | 10 |
|
|
2020
Q4 | $4.79M | Buy |
+50,182
| New | +$4.79M | 2.18% | 9 |
|