Bank Julius Baer & Co’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 | $546K | Buy |
3,546
+2,777
| +361% | +$428K | ﹤0.01% | 374 |
|
|
2025
Q1 | $134K | Buy |
+769
| New | +$134K | ﹤0.01% | 455 |
|
|
2024
Q1 | – | Sell |
-510
| Closed | -$59.1K | – | 531 |
|
|
2023
Q4 | $59.1K | Sell |
510
-6
| -1% | -$695 | ﹤0.01% | 470 |
|
|
2023
Q3 | $55K | Sell |
516
-1,039
| -67% | -$111K | ﹤0.01% | 461 |
|
|
2023
Q2 | $181K | Sell |
1,555
-29
| -2% | -$3.38K | ﹤0.01% | 416 |
|
|
2023
Q1 | $178K | Hold |
1,584
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $178K | Buy |
1,584
+25
| +2% | +$2.81K | ﹤0.01% | 432 |
|
|
2022
Q3 | $159K | Sell |
1,559
-25
| -2% | -$2.55K | ﹤0.01% | 419 |
|
|
2022
Q2 | $178K | Hold |
1,584
| – | – | ﹤0.01% | 417 |
|
|
2022
Q1 | $189K | Hold |
1,584
| – | – | ﹤0.01% | 418 |
|
|
2021
Q4 | $166K | Sell |
1,584
-13
| -0.8% | -$1.36K | ﹤0.01% | 552 |
|
|
2021
Q3 | $141K | Sell |
1,597
-161
| -9% | -$14.2K | ﹤0.01% | 599 |
|
|
2021
Q2 | $169K | Sell |
1,758
-5
| -0.3% | -$481 | ﹤0.01% | 586 |
|
|
2021
Q1 | $174K | Sell |
1,763
-438
| -20% | -$43.2K | ﹤0.01% | 560 |
|
|
2020
Q4 | $210K | Buy |
2,201
+271
| +14% | +$25.9K | ﹤0.01% | 577 |
|
|
2020
Q3 | $184K | Buy |
1,930
+3
| +0.2% | +$286 | ﹤0.01% | 522 |
|
|
2020
Q2 | $192K | Sell |
1,927
-2,871
| -60% | -$286K | ﹤0.01% | 468 |
|
|
2020
Q1 | $476K | Buy |
+4,798
| New | +$476K | 0.01% | 320 |
|