Boston Trust Walden’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 | $49.1M | Sell |
318,407
-22,243
| -7% | -$3.43M | 0.35% | 117 |
|
2025
Q1 | $52.7M | Sell |
340,650
-28,882
| -8% | -$4.46M | 0.38% | 101 |
|
2024
Q4 | $51.5M | Buy |
369,532
+12,811
| +4% | +$1.78M | 0.36% | 108 |
|
2024
Q3 | $49.5M | Buy |
356,721
+2,055
| +0.6% | +$285K | 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% | +$3.71M | 0.22% | 147 |
|
2023
Q4 | $26M | Buy |
224,717
+474
| +0.2% | +$54.9K | 0.2% | 151 |
|
2023
Q3 | $23.8M | Sell |
224,243
-22,748
| -9% | -$2.41M | 0.2% | 153 |
|
2023
Q2 | $28.7M | Buy |
246,991
+16,349
| +7% | +$1.9M | 0.24% | 145 |
|
2023
Q1 | $25.9M | Buy |
230,642
+3,577
| +2% | +$402K | 0.22% | 152 |
|
2022
Q4 | $25.4M | Sell |
227,065
-6,091
| -3% | -$683K | 0.22% | 154 |
|
2022
Q3 | $23.7M | Sell |
233,156
-96,244
| -29% | -$9.8M | 0.24% | 151 |
|
2022
Q2 | $36.9M | Sell |
329,400
-34,705
| -10% | -$3.89M | 0.35% | 105 |
|
2022
Q1 | $43.5M | Buy |
364,105
+51,682
| +17% | +$6.18M | 0.36% | 100 |
|
2021
Q4 | $32.7M | Buy |
312,423
+37,814
| +14% | +$3.96M | 0.26% | 133 |
|
2021
Q3 | $24.2M | Sell |
274,609
-43,396
| -14% | -$3.83M | 0.21% | 157 |
|
2021
Q2 | $30.6M | Sell |
318,005
-230,580
| -42% | -$22.2M | 0.27% | 134 |
|
2021
Q1 | $54.2M | Buy |
548,585
+48,106
| +10% | +$4.76M | 0.53% | 59 |
|
2020
Q4 | $47.8M | Buy |
500,479
+91,889
| +22% | +$8.77M | 0.51% | 57 |
|
2020
Q3 | $39.1M | Buy |
408,590
+230,866
| +130% | +$22.1M | 0.49% | 60 |
|
2020
Q2 | $17.7M | Buy |
177,724
+27,928
| +19% | +$2.78M | 0.24% | 138 |
|
2020
Q1 | $14.9M | Sell |
149,796
-138
| -0.1% | -$13.7K | 0.24% | 132 |
|
2019
Q4 | $16.8M | Buy |
149,934
+3,955
| +3% | +$442K | 0.2% | 158 |
|
2019
Q3 | $16.6M | Buy |
145,979
+39,435
| +37% | +$4.49M | 0.21% | 151 |
|
2019
Q2 | $11.2M | Buy |
106,544
+200
| +0.2% | +$21.1K | 0.15% | 185 |
|
2019
Q1 | $10.9M | Buy |
106,344
+4,045
| +4% | +$416K | 0.15% | 180 |
|
2018
Q4 | $9.49M | Buy |
102,299
+4,337
| +4% | +$402K | 0.15% | 182 |
|
2018
Q3 | $9.2M | Buy |
97,962
+3,286
| +3% | +$309K | 0.13% | 195 |
|
2018
Q2 | $8.53M | Buy |
94,676
+8,233
| +10% | +$742K | 0.13% | 196 |
|
2018
Q1 | $7.28M | Buy |
86,443
+32,133
| +59% | +$2.71M | 0.11% | 202 |
|
2017
Q4 | $4.66M | Buy |
+54,310
| New | +$4.66M | 0.07% | 224 |
|