Compass Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-525
| Closed | -$81.2K | – | 173 |
|
|
2025
Q1 | $81.2K | Hold |
525
| – | – | 0.02% | 208 |
|
|
2024
Q4 | $73.1K | Hold |
525
| – | – | 0.02% | 213 |
|
|
2024
Q3 | $72.8K | Hold |
525
| – | – | 0.02% | 222 |
|
|
2024
Q2 | $61.2K | Hold |
525
| – | – | 0.02% | 231 |
|
|
2024
Q1 | $62.4K | Sell |
525
-300
| -36% | -$35.7K | 0.02% | 233 |
|
|
2023
Q4 | $95.6K | Hold |
825
| – | – | 0.03% | 194 |
|
|
2023
Q3 | $87.4K | Hold |
825
| – | – | 0.03% | 192 |
|
|
2023
Q2 | $96K | Hold |
825
| – | – | 0.03% | 191 |
|
|
2023
Q1 | $92.7K | Hold |
825
| – | – | 0.03% | 191 |
|
|
2022
Q4 | $92.5K | Buy |
+825
| New | +$92.5K | 0.03% | 189 |
|