Asset Dedication LLC’s Atmos Energy ATO Stock Holding History

Asset Dedication LLC’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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