Annis Gardner Whiting Capital 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 | $35.6K | Buy |
231
+112
| +94% | +$17.3K | 0.01% | 468 |
|
|
2025
Q1 | $18.4K | Buy |
119
+24
| +25% | +$3.71K | 0.01% | 473 |
|
|
2024
Q4 | $13.2K | Hold |
95
| – | – | ﹤0.01% | 495 |
|
|
2024
Q3 | $13.2K | Hold |
95
| – | – | ﹤0.01% | 514 |
|
|
2024
Q2 | $11.1K | Buy |
95
+5
| +6% | +$583 | ﹤0.01% | 672 |
|
|
2024
Q1 | $10.7K | Buy |
90
+1
| +1% | +$119 | ﹤0.01% | 658 |
|
|
2023
Q4 | $10.3K | Hold |
89
| – | – | ﹤0.01% | 473 |
|
|
2023
Q3 | $9.43K | Buy |
+89
| New | +$9.43K | 0.01% | 469 |
|