Cornerstone Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $800K | Sell |
4,331
-71
| -2% | -$12.5K | 0.04% | 344 |
|
|
2025
Q4 | $738K | Sell |
4,402
-9
| -0.2% | -$1.56K | 0.04% | 345 |
|
|
2025
Q3 | $753K | Buy |
4,411
+219
| +5% | +$35.4K | 0.04% | 334 |
|
|
2025
Q2 | $646K | Sell |
4,192
-64
| -2% | -$9.94K | 0.04% | 337 |
|
|
2025
Q1 | $658K | Sell |
4,256
-92
| -2% | -$13.4K | 0.04% | 319 |
|
|
2024
Q4 | $606K | Buy |
4,348
+248
| +6% | +$35.3K | 0.04% | 316 |
|
|
2024
Q3 | $569K | Buy |
4,100
+67
| +2% | +$8.61K | 0.04% | 325 |
|
|
2024
Q2 | $470K | Buy |
4,033
+221
| +6% | +$25.8K | 0.04% | 343 |
|
|
2024
Q1 | $453K | Sell |
3,812
-48
| -1% | -$5.5K | 0.04% | 348 |
|
|
2023
Q4 | $447K | Buy |
3,860
+278
| +8% | +$31.1K | 0.04% | 339 |
|
|
2023
Q3 | $379K | Buy |
3,582
+68
| +2% | +$7.93K | 0.04% | 369 |
|
|
2023
Q2 | $409K | Buy |
3,514
+145
| +4% | +$16.8K | 0.04% | 343 |
|
|
2023
Q1 | $379K | Buy |
+3,369
| New | +$383K | 0.04% | 338 |
|
|
2022
Q3 | $286K | Sell |
2,811
-260
| -8% | -$29.8K | 0.03% | 356 |
|
|
2022
Q2 | $344K | Buy |
3,071
+477
| +18% | +$54.7K | 0.04% | 335 |
|
|
2022
Q1 | $310K | Sell |
2,594
-76
| -3% | -$8.3K | 0.03% | 358 |
|
|
2021
Q4 | $278K | Buy |
2,670
+137
| +5% | +$13K | 0.03% | 409 |
|
|
2021
Q3 | $223K | Buy |
2,533
+296
| +13% | +$28.6K | 0.02% | 412 |
|
|
2021
Q2 | $215K | Buy |
2,237
+46
| +2% | +$4.61K | 0.02% | 439 |
|
|
2021
Q1 | $217K | Buy |
+2,191
| New | +$199K | 0.03% | 417 |
|
|
2018
Q4 | – | Sell |
-181,132
| Closed | -$2.12M | – | 384 |
|
|
2018
Q3 | $2.12M | Buy |
181,132
+97,296
| +116% | +$8.98M | 0.03% | 474 |
|
|
2018
Q2 | $928K | Buy |
+83,836
| New | +$7.26M | 0.01% | 795 |
|
Other funds holding ATO
VCM
VPM
