Carson Wealth (CWM LLC)’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.06M | Buy |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $928K | Buy |
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|
2024
Q1 | $685K | Buy |
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|
2023
Q4 | $521K | Buy |
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|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $537K | Buy |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $155K | Buy |
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|
2022
Q1 | $132K | Buy |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q2 | $58K | Hold |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $58K | Hold |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $58K | Hold |
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|
2020
Q1 | $58K | Hold |
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|
2019
Q4 | $58K | Hold |
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|
2019
Q3 | $58K | Hold |
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|
2019
Q2 | $58K | Hold |
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|
2019
Q1 | $58K | Buy |
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|
2018
Q4 | $2K | Buy |
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|
2018
Q3 | $2K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $19K | Sell |
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|
2017
Q3 | $22K | Buy |
|