Birch Capital 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 | $234K | Hold |
1,518
| – | – | 0.12% | 56 |
|
|
2025
Q1 | $235K | Hold |
1,518
| – | – | 0.12% | 56 |
|
|
2024
Q4 | $211K | Hold |
1,518
| – | – | 0.11% | 57 |
|
|
2024
Q3 | $211K | Hold |
1,518
| – | – | 0.1% | 58 |
|
|
2024
Q2 | $177K | Hold |
1,518
| – | – | 0.09% | 59 |
|
|
2024
Q1 | $180K | Hold |
1,518
| – | – | 0.09% | 59 |
|
|
2023
Q4 | $176K | Hold |
1,518
| – | – | 0.1% | 58 |
|
|
2023
Q3 | $161K | Hold |
1,518
| – | – | 0.1% | 58 |
|
|
2023
Q2 | $177K | Hold |
1,518
| – | – | 0.11% | 59 |
|
|
2023
Q1 | $171K | Hold |
1,518
| – | – | 0.11% | 61 |
|
|
2022
Q4 | $170K | Hold |
1,518
| – | – | 0.12% | 60 |
|
|
2022
Q3 | $155K | Hold |
1,518
| – | – | 0.12% | 59 |
|
|
2022
Q2 | $170K | Hold |
1,518
| – | – | 0.12% | 59 |
|
|
2022
Q1 | $181K | Hold |
1,518
| – | – | 0.11% | 65 |
|
|
2021
Q4 | $159K | Hold |
1,518
| – | – | 0.1% | 66 |
|
|
2021
Q3 | $134K | Hold |
1,518
| – | – | 0.09% | 67 |
|
|
2021
Q2 | $146K | Hold |
1,518
| – | – | 0.1% | 65 |
|
|
2021
Q1 | $150K | Hold |
1,518
| – | – | 0.11% | 64 |
|
|
2020
Q4 | $145K | Hold |
1,518
| – | – | 0.11% | 64 |
|
|
2020
Q3 | $145K | Hold |
1,518
| – | – | 0.13% | 62 |
|
|
2020
Q2 | $151K | Hold |
1,518
| – | – | 0.14% | 60 |
|
|
2020
Q1 | $151K | Hold |
1,518
| – | – | 0.17% | 54 |
|
|
2019
Q4 | $170K | Buy |
+1,518
| New | +$170K | 0.17% | 57 |
|