AAIM
Asset Advisors Investment Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
12,475
+747
| +6% | +$115K | 0.19% | 62 |
|
|
2025
Q1 | $1.81M | Buy |
11,728
+945
| +9% | +$146K | 0.19% | 62 |
|
|
2024
Q4 | $1.5M | Buy |
10,783
+1,302
| +14% | +$181K | 0.16% | 64 |
|
|
2024
Q3 | $1.32M | Sell |
9,481
-60
| -0.6% | -$8.32K | 0.14% | 69 |
|
|
2024
Q2 | $1.11M | Sell |
9,541
-29
| -0.3% | -$3.38K | 0.12% | 69 |
|
|
2024
Q1 | $1.14M | Sell |
9,570
-700
| -7% | -$83.2K | 0.13% | 63 |
|
|
2023
Q4 | $1.19M | Sell |
10,270
-975
| -9% | -$113K | 0.15% | 65 |
|
|
2023
Q3 | $1.19M | Sell |
11,245
-205
| -2% | -$21.7K | 0.16% | 65 |
|
|
2023
Q2 | $1.33M | Hold |
11,450
| – | – | 0.17% | 64 |
|
|
2023
Q1 | $1.29M | Sell |
11,450
-400
| -3% | -$44.9K | 0.17% | 66 |
|
|
2022
Q4 | $1.33M | Sell |
11,850
-700
| -6% | -$78.4K | 0.18% | 64 |
|
|
2022
Q3 | $1.28M | Buy |
12,550
+1,050
| +9% | +$107K | 0.18% | 62 |
|
|
2022
Q2 | $1.29M | Buy |
11,500
+4,250
| +59% | +$476K | 0.18% | 61 |
|
|
2022
Q1 | $866K | Buy |
+7,250
| New | +$866K | 0.1% | 69 |
|