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Congress Wealth Management’s Atmos Energy ATO Stock Holding History

Congress Wealth Management’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.61M Buy
10,454
+99
+1% +$15.3K 0.02% 597
2025
Q1 		$1.6M Buy
10,355
+1,208
+13% +$186K 0.02% 541
2024
Q4 		$1.27M Buy
9,147
+1,130
+14% +$157K 0.02% 484
2024
Q3 		$1.11M Buy
+8,017
New +$1.11M 0.01% 502