CIBC Private Wealth Group’s Atmos Energy ATO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$364K Buy
2,362
+658
+39% +$101K ﹤0.01% 919
2025
Q1
$250K Buy
1,704
+20
+1% +$2.94K ﹤0.01% 1005
2024
Q4
$235K Sell
1,684
-231
-12% -$32.2K ﹤0.01% 1095
2024
Q3
$266K Buy
1,915
+843
+79% +$117K ﹤0.01% 1070
2024
Q2
$122K Buy
1,072
+67
+7% +$7.64K ﹤0.01% 1321
2024
Q1
$118K Buy
+1,005
New +$118K ﹤0.01% 1323