Carson Wealth (CWM LLC)’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
10,487
+877
| +9% | +$135K | 0.01% | 1025 |
|
|
2025
Q1 | $1.49M | Buy |
9,610
+182
| +2% | +$28.1K | 0.01% | 943 |
|
|
2024
Q4 | $1.31M | Buy |
9,428
+1,062
| +13% | +$148K | 0.01% | 946 |
|
|
2024
Q3 | $1.16M | Buy |
8,366
+409
| +5% | +$56.7K | 0.01% | 940 |
|
|
2024
Q2 | $928K | Buy |
7,957
+2,193
| +38% | +$256K | ﹤0.01% | 934 |
|
|
2024
Q1 | $685K | Buy |
5,764
+1,273
| +28% | +$151K | ﹤0.01% | 1007 |
|
|
2023
Q4 | $521K | Buy |
4,491
+228
| +5% | +$26.5K | ﹤0.01% | 1046 |
|
|
2023
Q3 | $452K | Buy |
4,263
+32
| +0.8% | +$3.39K | ﹤0.01% | 1007 |
|
|
2023
Q2 | $492K | Sell |
4,231
-1,217
| -22% | -$142K | ﹤0.01% | 942 |
|
|
2023
Q1 | $612K | Buy |
5,448
+654
| +14% | +$73.5K | ﹤0.01% | 823 |
|
|
2022
Q4 | $537K | Buy |
4,794
+1,335
| +39% | +$150K | ﹤0.01% | 783 |
|
|
2022
Q3 | $352K | Buy |
3,459
+2,080
| +151% | +$212K | ﹤0.01% | 851 |
|
|
2022
Q2 | $155K | Buy |
1,379
+276
| +25% | +$31K | ﹤0.01% | 1142 |
|
|
2022
Q1 | $132K | Buy |
1,103
+102
| +10% | +$12.2K | ﹤0.01% | 1214 |
|
|
2021
Q4 | $105K | Buy |
+1,001
| New | +$105K | ﹤0.01% | 1274 |
|
|
2021
Q2 | $58K | Hold |
602
| – | – | ﹤0.01% | 1328 |
|
|
2021
Q1 | $58K | Hold |
602
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q4 | $58K | Hold |
602
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q3 | $58K | Hold |
602
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q2 | $58K | Hold |
602
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q1 | $58K | Hold |
602
| – | – | ﹤0.01% | 1328 |
|
|
2019
Q4 | $58K | Hold |
602
| – | – | ﹤0.01% | 1328 |
|
|
2019
Q3 | $58K | Hold |
602
| – | – | ﹤0.01% | 1328 |
|
|
2019
Q2 | $58K | Hold |
602
| – | – | ﹤0.01% | 1328 |
|
|
2019
Q1 | $58K | Buy |
602
+582
| +2,910% | +$56.1K | ﹤0.01% | 1328 |
|
|
2018
Q4 | $2K | Buy |
20
+2
| +11% | +$200 | ﹤0.01% | 1708 |
|
|
2018
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1494 |
|
|
2018
Q1 | – | Sell |
-226
| Closed | -$19K | – | 1404 |
|
|
2017
Q4 | $19K | Sell |
226
-32
| -12% | -$2.69K | ﹤0.01% | 702 |
|
|
2017
Q3 | $22K | Buy |
+258
| New | +$22K | ﹤0.01% | 682 |
|