Bartlett & Co Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $528K | Sell |
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|
2025
Q2 | $493K | Sell |
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|
2025
Q1 | $555K | Buy |
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|
2024
Q4 | $481K | Hold |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $448K | Hold |
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|
2024
Q1 | $456K | Buy |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $430K | Buy |
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|
2023
Q2 | $465K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $44.1K | Hold |
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|
2021
Q2 | $48.1K | Hold |
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|
2021
Q1 | $49.4K | Sell |
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|
2020
Q4 | $72.9K | Buy |
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|
2020
Q3 | $47.8K | Hold |
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|
2020
Q2 | $49.8K | Sell |
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|
2020
Q1 | $64K | Buy |
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|
2019
Q4 | $55.9K | Sell |
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|
2019
Q3 | $68.3K | Hold |
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|
2019
Q2 | $63.3K | Hold |
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|
2019
Q1 | $61.8K | Hold |
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|
2018
Q4 | $55.6K | Hold |
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|
2018
Q3 | $56.3K | Hold |
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|
2018
Q2 | $54.1K | Hold |
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|
2018
Q1 | $50.5K | Buy |
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