Boston Trust Walden’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60M | Sell |
324,927
-18,518
| -5% | -$3.27M | 0.49% | 69 |
|
|
2025
Q4 | $57.6M | Sell |
343,445
-17,552
| -5% | -$3.03M | 0.43% | 86 |
|
|
2025
Q3 | $61.6M | Buy |
360,997
+42,590
| +13% | +$6.88M | 0.45% | 82 |
|
|
2025
Q2 | $49.1M | Sell |
318,407
-22,243
| -7% | -$3.46M | 0.35% | 117 |
|
|
2025
Q1 | $52.7M | Sell |
340,650
-28,882
| -8% | -$4.21M | 0.38% | 101 |
|
|
2024
Q4 | $51.5M | Buy |
369,532
+12,811
| +4% | +$1.82M | 0.36% | 108 |
|
|
2024
Q3 | $49.5M | Buy |
356,721
+2,055
| +0.6% | +$264K | 0.34% | 117 |
|
|
2024
Q2 | $41.4M | Buy |
354,666
+98,778
| +39% | +$11.5M | 0.31% | 131 |
|
|
2024
Q1 | $30.4M | Buy |
255,888
+31,171
| +14% | +$3.58M | 0.22% | 147 |
|
|
2023
Q4 | $26M | Buy |
224,717
+474
| +0.2% | +$53K | 0.2% | 151 |
|
|
2023
Q3 | $23.8M | Sell |
224,243
-22,748
| -9% | -$2.65M | 0.2% | 153 |
|
|
2023
Q2 | $28.7M | Buy |
246,991
+16,349
| +7% | +$1.89M | 0.24% | 145 |
|
|
2023
Q1 | $25.9M | Buy |
230,642
+3,577
| +2% | +$407K | 0.22% | 152 |
|
|
2022
Q4 | $25.4M | Sell |
227,065
-6,091
| -3% | -$670K | 0.22% | 154 |
|
|
2022
Q3 | $23.7M | Sell |
233,156
-96,244
| -29% | -$11M | 0.24% | 151 |
|
|
2022
Q2 | $36.9M | Sell |
329,400
-34,705
| -10% | -$3.98M | 0.35% | 105 |
|
|
2022
Q1 | $43.5M | Buy |
364,105
+51,682
| +17% | +$5.64M | 0.36% | 100 |
|
|
2021
Q4 | $32.7M | Buy |
312,423
+37,814
| +14% | +$3.58M | 0.26% | 133 |
|
|
2021
Q3 | $24.2M | Sell |
274,609
-43,396
| -14% | -$4.2M | 0.21% | 157 |
|
|
2021
Q2 | $30.6M | Sell |
318,005
-230,580
| -42% | -$23.1M | 0.27% | 134 |
|
|
2021
Q1 | $54.2M | Buy |
548,585
+48,106
| +10% | +$4.38M | 0.53% | 59 |
|
|
2020
Q4 | $47.8M | Buy |
500,479
+91,889
| +22% | +$8.86M | 0.51% | 57 |
|
|
2020
Q3 | $39.1M | Buy |
408,590
+230,866
| +130% | +$23M | 0.49% | 60 |
|
|
2020
Q2 | $17.7M | Buy |
177,724
+27,928
| +19% | +$2.82M | 0.24% | 138 |
|
|
2020
Q1 | $14.9M | Sell |
149,796
-138
| -0.1% | -$15.2K | 0.24% | 132 |
|
|
2019
Q4 | $16.8M | Buy |
149,934
+3,955
| +3% | +$434K | 0.2% | 158 |
|
|
2019
Q3 | $16.6M | Buy |
145,979
+39,435
| +37% | +$4.31M | 0.21% | 151 |
|
|
2019
Q2 | $11.2M | Buy |
106,544
+200
| +0.2% | +$20.5K | 0.15% | 185 |
|
|
2019
Q1 | $10.9M | Buy |
106,344
+4,045
| +4% | +$394K | 0.15% | 180 |
|
|
2018
Q4 | $9.48M | Buy |
102,299
+4,337
| +4% | +$415K | 0.15% | 182 |
|
|
2018
Q3 | $9.2M | Buy |
97,962
+3,286
| +3% | +$303K | 0.13% | 195 |
|
|
2018
Q2 | $8.53M | Buy |
94,676
+8,233
| +10% | +$713K | 0.13% | 196 |
|
|
2018
Q1 | $7.28M | Buy |
86,443
+32,133
| +59% | +$2.62M | 0.11% | 202 |
|
|
2017
Q4 | $4.66M | Buy |
+54,310
| New | +$4.78M | 0.07% | 224 |
|
Other funds holding ATO
VCM
VPM
