Beaird Harris 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
$480K Hold
2025
Q2
$434K Sell
2025
Q1
$441K Hold
2024
Q4
$397K Buy
2024
Q3
$375K Hold
2024
Q2
$316K Hold
2024
Q1
$322K Hold
2023
Q4
$314K Hold
2023
Q3
$287K Hold
2023
Q2
$315K Hold
2023
Q1
$304K Hold
2022
Q4
$303K Hold
2022
Q3
$276K Hold
2022
Q2
$303K Hold
2022
Q1
$323K Hold
2021
Q4
$284K Buy