Brady Family Wealth’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,795
| Closed | -$249K | – | 116 |
|
|
2024
Q3 | $249K | Hold |
1,795
| – | – | 0.07% | 111 |
|
|
2024
Q2 | $209K | Buy |
1,795
+8
| +0.4% | +$933 | 0.07% | 114 |
|
|
2024
Q1 | $212K | Buy |
1,787
+8
| +0.4% | +$951 | 0.07% | 114 |
|
|
2023
Q4 | $206K | Buy |
+1,779
| New | +$206K | 0.07% | 117 |
|
|
2023
Q3 | – | Sell |
-1,764
| Closed | -$205K | – | 113 |
|
|
2023
Q2 | $205K | Buy |
+1,764
| New | +$205K | 0.08% | 112 |
|
|
2023
Q1 | – | Sell |
-2,111
| Closed | -$237K | – | 114 |
|
|
2022
Q4 | $237K | Buy |
+2,111
| New | +$237K | 0.1% | 108 |
|