Altus Wealth Group’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 | $860K | Sell |
5,583
-88
| -2% | -$13.6K | 0.38% | 52 |
|
|
2025
Q1 | $877K | Sell |
5,671
-177
| -3% | -$27.4K | 0.41% | 49 |
|
|
2024
Q4 | $814K | Sell |
5,848
-341
| -6% | -$47.5K | 0.36% | 60 |
|
|
2024
Q3 | $858K | Buy |
6,189
+598
| +11% | +$82.9K | 0.37% | 59 |
|
|
2024
Q2 | $652K | Buy |
5,591
+351
| +7% | +$40.9K | 0.33% | 64 |
|
|
2024
Q1 | $623K | Buy |
5,240
+282
| +6% | +$33.5K | 0.31% | 75 |
|
|
2023
Q4 | $575K | Buy |
4,958
+695
| +16% | +$80.6K | 0.32% | 75 |
|
|
2023
Q3 | $452K | Sell |
4,263
-142
| -3% | -$15K | 0.29% | 79 |
|
|
2023
Q2 | $512K | Buy |
4,405
+46
| +1% | +$5.35K | 0.31% | 78 |
|
|
2023
Q1 | $490K | Sell |
4,359
-71
| -2% | -$7.98K | 0.33% | 75 |
|
|
2022
Q4 | $496K | Buy |
4,430
+723
| +20% | +$81K | 0.38% | 69 |
|
|
2022
Q3 | $327K | Hold |
3,707
| – | – | 0.33% | 75 |
|
|
2022
Q2 | $327K | Buy |
3,707
+230
| +7% | +$20.3K | 0.33% | 75 |
|
|
2022
Q1 | $415K | Sell |
3,477
-115
| -3% | -$13.7K | 0.34% | 64 |
|
|
2021
Q4 | $376K | Sell |
3,592
-115
| -3% | -$12K | 0.31% | 76 |
|
|
2021
Q3 | $327K | Buy |
3,707
+424
| +13% | +$37.4K | 0.33% | 75 |
|
|
2021
Q2 | $316K | Buy |
3,283
+23
| +0.7% | +$2.21K | 0.31% | 75 |
|
|
2021
Q1 | $338K | Buy |
3,260
+422
| +15% | +$43.8K | 0.34% | 70 |
|
|
2020
Q4 | $271K | Buy |
+2,838
| New | +$271K | 0.26% | 81 |
|