Bank Julius Baer & Co’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $950K | Buy |
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|
2025
Q4 | $456K | Buy |
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|
2025
Q3 | $459K | Sell |
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|
2025
Q2 | $546K | Buy |
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|
2025
Q1 | $134K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $59.1K | Sell |
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|
2023
Q3 | $55K | Sell |
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|
2023
Q2 | $181K | Sell |
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|
2023
Q1 | $178K | Hold |
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|
2022
Q4 | $178K | Buy |
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|
2022
Q3 | $159K | Sell |
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|
2022
Q2 | $178K | Hold |
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|
2022
Q1 | $189K | Hold |
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|
2021
Q4 | $166K | Sell |
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|
2021
Q3 | $141K | Sell |
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|
2021
Q2 | $169K | Sell |
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|
2021
Q1 | $174K | Sell |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q3 | $184K | Buy |
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|
2020
Q2 | $192K | Sell |
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|
2020
Q1 | $476K | Buy |
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