AWM
Avior Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Buy |
5,922
+5,847
| +7,796% | +$901K | 0.03% | 308 |
|
|
2025
Q1 | $11.6K | Sell |
75
-6,600
| -99% | -$1.02M | ﹤0.01% | 726 |
|
|
2024
Q4 | $930K | Sell |
6,675
-1,682
| -20% | -$234K | 0.03% | 299 |
|
|
2024
Q3 | $1.16M | Buy |
8,357
+9
| +0.1% | +$1.25K | 0.05% | 260 |
|
|
2024
Q2 | $974K | Sell |
8,348
-10
| -0.1% | -$1.17K | 0.04% | 276 |
|
|
2024
Q1 | $994K | Buy |
8,358
+1,237
| +17% | +$147K | 0.05% | 288 |
|
|
2023
Q4 | $825K | Sell |
7,121
-379
| -5% | -$43.9K | 0.05% | 243 |
|
|
2023
Q3 | $794K | Buy |
7,500
+1,383
| +23% | +$147K | 0.05% | 230 |
|
|
2023
Q2 | $712K | Hold |
6,117
| – | – | 0.05% | 261 |
|
|
2023
Q1 | $687K | Buy |
6,117
+397
| +7% | +$44.6K | 0.05% | 263 |
|
|
2022
Q4 | $641K | Hold |
5,720
| – | – | 0.05% | 251 |
|
|
2022
Q3 | $581K | Sell |
5,720
-1,500
| -21% | -$152K | 0.05% | 241 |
|
|
2022
Q2 | $809K | Sell |
7,220
-1,500
| -17% | -$168K | 0.08% | 175 |
|
|
2022
Q1 | $1.04M | Sell |
8,720
-1,600
| -16% | -$191K | 0.09% | 159 |
|
|
2021
Q4 | $1.08M | Buy |
10,320
+20
| +0.2% | +$2.09K | 0.09% | 184 |
|
|
2021
Q3 | $908K | Buy |
10,300
+1,400
| +16% | +$123K | 0.07% | 197 |
|
|
2021
Q2 | $855K | Buy |
8,900
+1,700
| +24% | +$163K | 0.09% | 204 |
|
|
2021
Q1 | $710K | Buy |
7,200
+6,200
| +620% | +$611K | 0.08% | 223 |
|
|
2020
Q4 | $95K | Hold |
1,000
| – | – | 0.01% | 447 |
|
|
2020
Q3 | $95K | Hold |
1,000
| – | – | 0.01% | 456 |
|
|
2020
Q2 | $99K | Hold |
1,000
| – | – | 0.02% | 438 |
|
|
2020
Q1 | $99K | Hold |
1,000
| – | – | 0.02% | 415 |
|
|
2019
Q4 | $111K | Hold |
1,000
| – | – | 0.02% | 417 |
|
|
2019
Q3 | $113K | Hold |
1,000
| – | – | 0.02% | 402 |
|
|
2019
Q2 | $106K | Hold |
1,000
| – | – | 0.02% | 404 |
|
|
2019
Q1 | $102K | Hold |
1,000
| – | – | 0.02% | 400 |
|
|
2018
Q4 | $92K | Hold |
1,000
| – | – | 0.02% | 437 |
|
|
2018
Q3 | $94K | Hold |
1,000
| – | – | 0.02% | 442 |
|
|
2018
Q2 | $90K | Hold |
1,000
| – | – | 0.02% | 448 |
|
|
2018
Q1 | $84K | Hold |
1,000
| – | – | 0.02% | 453 |
|
|
2017
Q4 | $86K | Sell |
1,000
-2
| -0.2% | -$172 | 0.02% | 452 |
|
|
2017
Q3 | $84K | Hold |
1,002
| – | – | 0.03% | 183 |
|
|
2017
Q2 | $83K | Hold |
1,002
| – | – | 0.03% | 159 |
|
|
2017
Q1 | $79K | Hold |
1,002
| – | – | 0.03% | 195 |
|
|
2016
Q4 | $74K | Hold |
1,002
| – | – | 0.03% | 184 |
|
|
2016
Q3 | $75K | Hold |
1,002
| – | – | 0.03% | 194 |
|
|
2016
Q2 | $81K | Hold |
1,002
| – | – | 0.03% | 171 |
|
|
2016
Q1 | $74K | Buy |
1,002
+2
| +0.2% | +$148 | 0.03% | 171 |
|
|
2015
Q4 | $63K | Hold |
1,000
| – | – | 0.03% | 165 |
|
|
2015
Q3 | $58K | Hold |
1,000
| – | – | 0.03% | 162 |
|
|
2015
Q2 | $51K | Hold |
1,000
| – | – | 0.04% | 131 |
|
|
2015
Q1 | $55K | Hold |
1,000
| – | – | 0.04% | 127 |
|
|
2014
Q4 | $56K | Hold |
1,000
| – | – | 0.04% | 126 |
|
|
2014
Q3 | $48K | Hold |
1,000
| – | – | 0.04% | 134 |
|
|
2014
Q2 | $53K | Hold |
1,000
| – | – | 0.04% | 125 |
|
|
2014
Q1 | $47K | Buy |
+1,000
| New | +$47K | 0.04% | 130 |
|