Beaird Harris 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 | $434K | Sell |
2,813
-39
| -1% | -$6.01K | 0.03% | 94 |
|
|
2025
Q1 | $441K | Hold |
2,852
| – | – | 0.04% | 88 |
|
|
2024
Q4 | $397K | Buy |
2,852
+146
| +5% | +$20.3K | 0.03% | 96 |
|
|
2024
Q3 | $375K | Hold |
2,706
| – | – | 0.03% | 103 |
|
|
2024
Q2 | $316K | Hold |
2,706
| – | – | 0.03% | 98 |
|
|
2024
Q1 | $322K | Hold |
2,706
| – | – | 0.03% | 89 |
|
|
2023
Q4 | $314K | Hold |
2,706
| – | – | 0.03% | 81 |
|
|
2023
Q3 | $287K | Hold |
2,706
| – | – | 0.03% | 77 |
|
|
2023
Q2 | $315K | Hold |
2,706
| – | – | 0.04% | 73 |
|
|
2023
Q1 | $304K | Hold |
2,706
| – | – | 0.05% | 71 |
|
|
2022
Q4 | $303K | Hold |
2,706
| – | – | 0.06% | 70 |
|
|
2022
Q3 | $276K | Hold |
2,706
| – | – | 0.06% | 65 |
|
|
2022
Q2 | $303K | Hold |
2,706
| – | – | 0.08% | 54 |
|
|
2022
Q1 | $323K | Hold |
2,706
| – | – | 0.12% | 63 |
|
|
2021
Q4 | $284K | Buy |
+2,706
| New | +$284K | 0.1% | 92 |
|