BA
BCM Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45M | Hold |
41,319
| – | – | 1.37% | 14 |
|
|
2025
Q1 | $6.67M | Hold |
41,319
| – | – | 1.51% | 11 |
|
|
2024
Q4 | $5.99M | Hold |
41,319
| – | – | 1.34% | 13 |
|
|
2024
Q3 | $5.69M | Sell |
41,319
-760
| -2% | -$105K | 1.31% | 14 |
|
|
2024
Q2 | $5.47M | Sell |
42,079
-250
| -0.6% | -$32.5K | 1.3% | 13 |
|
|
2024
Q1 | $5.02M | Sell |
42,329
-500
| -1% | -$59.3K | 1.27% | 14 |
|
|
2023
Q4 | $4.9M | Hold |
42,829
| – | – | 1.29% | 13 |
|
|
2023
Q3 | $4.68M | Hold |
42,829
| – | – | 1.39% | 13 |
|
|
2023
Q2 | $5.16M | Hold |
42,829
| – | – | 1.38% | 14 |
|
|
2023
Q1 | $4.91M | Hold |
42,829
| – | – | 1.33% | 14 |
|
|
2022
Q4 | $4.78M | Hold |
42,829
| – | – | 1.32% | 13 |
|
|
2022
Q3 | $4.59M | Sell |
42,829
-150
| -0.3% | -$16.1K | 1.35% | 13 |
|
|
2022
Q2 | $4.93M | Sell |
42,979
-300
| -0.7% | -$34.4K | 1.36% | 11 |
|
|
2022
Q1 | $5.09M | Sell |
43,279
-2,170
| -5% | -$255K | 1.35% | 9 |
|
|
2021
Q4 | $4.87M | Hold |
45,449
| – | – | 1.25% | 9 |
|
|
2021
Q3 | $4.14M | Hold |
45,449
| – | – | 1.11% | 11 |
|
|
2021
Q2 | $4.5M | Hold |
45,449
| – | – | 1.22% | 10 |
|
|
2021
Q1 | $4.7M | Buy |
45,449
+494
| +1% | +$51.1K | 1.42% | 11 |
|
|
2020
Q4 | $4.29M | Hold |
44,955
| – | – | 1.41% | 12 |
|
|
2020
Q3 | $4.17M | Sell |
44,955
-1,700
| -4% | -$158K | 1.54% | 13 |
|
|
2020
Q2 | $4.65M | Sell |
46,655
-1,647
| -3% | -$164K | 1.95% | 8 |
|
|
2020
Q1 | $4.79M | Sell |
48,302
-1,413
| -3% | -$140K | 2.31% | 9 |
|
|
2019
Q4 | $5.56M | Hold |
49,715
| – | – | 2.02% | 12 |
|
|
2019
Q3 | $5.66M | Hold |
49,715
| – | – | 2.44% | 10 |
|
|
2019
Q2 | $5.25M | Hold |
49,715
| – | – | 2.4% | 10 |
|
|
2019
Q1 | $5.12M | Hold |
49,715
| – | – | 2.42% | 8 |
|
|
2018
Q4 | $4.61M | Sell |
49,715
-294
| -0.6% | -$27.3K | 2.34% | 10 |
|
|
2018
Q3 | $4.7M | Sell |
50,009
-24,384
| -33% | -$2.29M | 2.46% | 9 |
|
|
2018
Q2 | $6.71M | Sell |
74,393
-1,450
| -2% | -$131K | 3.7% | 4 |
|
|
2018
Q1 | $6.39M | Hold |
75,843
| – | – | 3.78% | 4 |
|
|
2017
Q4 | $6.51M | Hold |
75,843
| – | – | 3.76% | 4 |
|
|
2017
Q3 | $6.36M | Hold |
75,843
| – | – | 3.91% | 4 |
|
|
2017
Q2 | $6.29M | Hold |
75,843
| – | – | 3.97% | 4 |
|
|
2017
Q1 | $5.99M | Buy |
75,843
+1,160
| +2% | +$91.6K | 3.79% | 4 |
|
|
2016
Q4 | $5.54M | Buy |
+74,683
| New | +$5.54M | 3.65% | 5 |
|