Baker Tilly Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,559
| Closed | -$414K | – | 464 |
|
|
2023
Q2 | $414K | Sell |
3,559
-402
| -10% | -$46.8K | 0.04% | 385 |
|
|
2023
Q1 | $445K | Sell |
3,961
-5
| -0.1% | -$562 | 0.05% | 364 |
|
|
2022
Q4 | $444K | Buy |
3,966
+70
| +2% | +$7.85K | 0.05% | 353 |
|
|
2022
Q3 | $397K | Buy |
3,896
+93
| +2% | +$9.48K | 0.05% | 350 |
|
|
2022
Q2 | $426K | Buy |
3,803
+138
| +4% | +$15.5K | 0.06% | 345 |
|
|
2022
Q1 | $438K | Buy |
+3,665
| New | +$438K | 0.05% | 368 |
|