Asset Dedication LLC’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$316K Hold
2025
Q3
$322K Hold
2025
Q2
$290K Hold
2025
Q1
$291K Sell
2024
Q4
$282K Hold
2024
Q3
$281K Buy
2024
Q2
$220K Buy
2020
Q4
Sell
2020
Q3
$96K Hold
2020
Q2
$100K Hold
2020
Q1
$99K Hold
2019
Q4
$112K Buy