Cordatus Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
13,681
+38
| +0.3% | +$5.86K | 0.52% | 56 |
|
|
2025
Q1 | $2.11M | Sell |
13,643
-6
| -0% | -$928 | 0.58% | 56 |
|
|
2024
Q4 | $1.9M | Buy |
+13,649
| New | +$1.9M | 0.5% | 64 |
|
|
2023
Q3 | – | Sell |
-13,485
| Closed | -$1.57M | – | 70 |
|
|
2023
Q2 | $1.57M | Buy |
+13,485
| New | +$1.57M | 0.59% | 58 |
|
|
2022
Q3 | – | Sell |
-11,610
| Closed | -$1.3M | – | 72 |
|
|
2022
Q2 | $1.3M | Buy |
11,610
+281
| +2% | +$31.5K | 0.61% | 67 |
|
|
2022
Q1 | $1.35M | Buy |
11,329
+304
| +3% | +$36.3K | 0.48% | 86 |
|
|
2021
Q4 | $1.16M | Buy |
+11,025
| New | +$1.16M | 0.34% | 100 |
|
|
2021
Q1 | $932K | Buy |
9,434
+933
| +11% | +$92.2K | 0.36% | 102 |
|
|
2020
Q4 | $811K | Buy |
8,501
+513
| +6% | +$48.9K | 0.34% | 98 |
|
|
2020
Q3 | $764K | Buy |
7,988
+451
| +6% | +$43.1K | 0.37% | 93 |
|
|
2020
Q2 | $751K | Buy |
+7,537
| New | +$751K | 0.41% | 84 |
|
|
2020
Q1 | – | Sell |
-9,683
| Closed | -$1.08M | – | 96 |
|
|
2019
Q4 | $1.08M | Buy |
9,683
+3,232
| +50% | +$361K | 0.54% | 67 |
|
|
2019
Q3 | $735K | Buy |
+6,451
| New | +$735K | 0.38% | 90 |
|