Cornell Pochily Investment Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,800
| Closed | -$214K | – | 167 |
|
|
2024
Q1 | $214K | Hold |
1,800
| – | – | 0.08% | 164 |
|
|
2023
Q4 | $209K | Buy |
+1,800
| New | +$209K | 0.09% | 169 |
|
|
2023
Q3 | – | Sell |
-1,800
| Closed | -$209K | – | 168 |
|
|
2023
Q2 | $209K | Hold |
1,800
| – | – | 0.09% | 162 |
|
|
2023
Q1 | $202K | Hold |
1,800
| – | – | 0.09% | 165 |
|
|
2022
Q4 | $202K | Buy |
+1,800
| New | +$202K | 0.09% | 168 |
|
|
2022
Q3 | – | Sell |
-1,800
| Closed | -$202K | – | 165 |
|
|
2022
Q2 | $202K | Hold |
1,800
| – | – | 0.09% | 161 |
|
|
2022
Q1 | $215K | Buy |
+1,800
| New | +$215K | 0.08% | 160 |
|
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$201K | – | 130 |
|
|
2019
Q4 | $201K | Hold |
1,800
| – | – | 0.12% | 135 |
|
|
2019
Q3 | $205K | Buy |
+1,800
| New | +$205K | 0.13% | 127 |
|