Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
3,202
-391
| -11% | -$60.3K | 0.01% | 336 |
|
|
2025
Q1 | $555K | Buy |
3,593
+136
| +4% | +$21K | 0.01% | 316 |
|
|
2024
Q4 | $481K | Hold |
3,457
| – | – | 0.01% | 330 |
|
|
2024
Q3 | $479K | Sell |
3,457
-380
| -10% | -$52.7K | 0.01% | 333 |
|
|
2024
Q2 | $448K | Hold |
3,837
| – | – | 0.01% | 336 |
|
|
2024
Q1 | $456K | Buy |
3,837
+1
| +0% | +$119 | 0.01% | 337 |
|
|
2023
Q4 | $445K | Sell |
3,836
-220
| -5% | -$25.5K | 0.01% | 363 |
|
|
2023
Q3 | $430K | Buy |
4,056
+56
| +1% | +$5.93K | 0.01% | 356 |
|
|
2023
Q2 | $465K | Buy |
+4,000
| New | +$465K | 0.01% | 352 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$44.1K | – | 435 |
|
|
2021
Q3 | $44.1K | Hold |
500
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $48.1K | Hold |
500
| – | – | ﹤0.01% | 517 |
|
|
2021
Q1 | $49.4K | Sell |
500
-264
| -35% | -$26.1K | ﹤0.01% | 542 |
|
|
2020
Q4 | $72.9K | Buy |
764
+264
| +53% | +$25.2K | ﹤0.01% | 475 |
|
|
2020
Q3 | $47.8K | Hold |
500
| – | – | ﹤0.01% | 507 |
|
|
2020
Q2 | $49.8K | Sell |
500
-145
| -22% | -$14.4K | ﹤0.01% | 501 |
|
|
2020
Q1 | $64K | Buy |
645
+145
| +29% | +$14.4K | ﹤0.01% | 421 |
|
|
2019
Q4 | $55.9K | Sell |
500
-100
| -17% | -$11.2K | ﹤0.01% | 509 |
|
|
2019
Q3 | $68.3K | Hold |
600
| – | – | ﹤0.01% | 460 |
|
|
2019
Q2 | $63.3K | Hold |
600
| – | – | ﹤0.01% | 398 |
|
|
2019
Q1 | $61.8K | Hold |
600
| – | – | ﹤0.01% | 394 |
|
|
2018
Q4 | $55.6K | Hold |
600
| – | – | ﹤0.01% | 399 |
|
|
2018
Q3 | $56.3K | Hold |
600
| – | – | ﹤0.01% | 420 |
|
|
2018
Q2 | $54.1K | Hold |
600
| – | – | ﹤0.01% | 412 |
|
|
2018
Q1 | $50.5K | Buy |
+600
| New | +$50.5K | ﹤0.01% | 423 |
|