Angeles Investment 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
Q1 | – | Sell |
-3,660
| Closed | -$510K | – | 50 |
|
|
2024
Q4 | $510K | Hold |
3,660
| – | – | 0.02% | 90 |
|
|
2024
Q3 | $508K | Sell |
3,660
-540
| -13% | -$74.9K | 0.03% | 103 |
|
|
2024
Q2 | $490K | Hold |
4,200
| – | – | 0.03% | 106 |
|
|
2024
Q1 | $499K | Hold |
4,200
| – | – | 0.03% | 117 |
|
|
2023
Q4 | $487K | Hold |
4,200
| – | – | 0.03% | 98 |
|
|
2023
Q3 | $445K | Buy |
+4,200
| New | +$445K | 0.03% | 92 |
|