Avion Wealth’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 | $3K | Buy |
24
+9
| +60% | +$1.13K | ﹤0.01% | 700 |
|
|
2025
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 688 |
|
|
2024
Q4 | $2K | Buy |
15
+6
| +67% | +$800 | ﹤0.01% | 685 |
|
|
2024
Q3 | $1K | Buy |
9
+4
| +80% | +$444 | ﹤0.01% | 753 |
|
|
2024
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 902 |
|
|
2024
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 845 |
|
|
2023
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 681 |
|