AOWM

Alpha Omega Wealth Management’s Atmos Energy ATO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$333K	Hold	2,162	–	–	0.06%	169
2025 Q1	$334K	Hold	2,162	–	–	0.06%	168
2024 Q4	$301K	Hold	2,162	–	–	0.06%	170
2024 Q3	$300K	Hold	2,162	–	–	0.06%	176
2024 Q2	$252K	Hold	2,162	–	–	0.05%	184
2024 Q1	$257K	Hold	2,162	–	–	0.05%	184
2023 Q4	$251K	Hold	2,162	–	–	0.04%	189
2023 Q3	$229K	Hold	2,162	–	–	0.04%	186
2023 Q2	$252K	Hold	2,162	–	–	0.04%	187
2023 Q1	$243K	Hold	2,162	–	–	0.04%	188
2022 Q4	$242K	Hold	2,162	–	–	0.04%	188
2022 Q3	$220K	Hold	2,162	–	–	0.04%	191
2022 Q2	$242K	Hold	2,162	–	–	0.04%	187
2022 Q1	$258K	Hold	2,162	–	–	0.04%	191
2021 Q4	$229K	Buy	+2,162	New	+$229K	0.04%	209
2021 Q3	–	Sell	-2,162	Closed	-$208K	–	224
2021 Q2	$208K	Hold	2,162	–	–	0.03%	217
2021 Q1	$214K	Hold	2,162	–	–	0.04%	211
2020 Q4	$206K	Hold	2,162	–	–	0.03%	203
2020 Q3	$207K	Hold	2,162	–	–	0.03%	180
2020 Q2	$215K	Hold	2,162	–	–	0.03%	177
2020 Q1	$215K	Hold	2,162	–	–	0.04%	173
2019 Q4	$242K	Hold	2,162	–	–	0.04%	188
2019 Q3	$232K	Hold	2,162	–	–	0.04%	198
2019 Q2	$228K	Hold	2,162	–	–	0.1%	124
2019 Q1	$223K	Hold	2,162	–	–	0.1%	123
2018 Q4	$200K	Sell	2,162 -1,000	-32%	-$92.5K	0.1%	126
2018 Q3	$297K	Hold	3,162	–	–	0.13%	99
2018 Q2	$285K	Hold	3,162	–	–	0.14%	102
2018 Q1	$266K	Hold	3,162	–	–	0.13%	103
2017 Q4	$272K	Sell	3,162 -54	-2%	-$4.65K	0.13%	104
2017 Q3	$270K	Hold	3,216	–	–	0.13%	107
2017 Q2	$267K	Sell	3,216 -300	-9%	-$24.9K	0.14%	101
2017 Q1	$278K	Hold	3,516	–	–	0.15%	101
2016 Q4	$261K	Buy	3,516 +216	+7%	+$16K	0.14%	104
2016 Q3	$246K	Hold	3,300	–	–	0.2%	62
2016 Q2	$268K	Hold	3,300	–	–	0.23%	60
2016 Q1	$245K	Hold	3,300	–	–	0.2%	60
2015 Q4	$208K	Buy	+3,300	New	+$208K	0.18%	61