Cresset Asset Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.7M | Sell |
62,964
-3,929
| -6% | -$606K | 0.04% | 239 |
|
|
2025
Q1 | $10.3M | Sell |
66,893
-9,531
| -12% | -$1.47M | 0.05% | 219 |
|
|
2024
Q4 | $10.6M | Sell |
76,424
-10,865
| -12% | -$1.51M | 0.05% | 214 |
|
|
2024
Q3 | $12.1M | Buy |
87,289
+2,145
| +3% | +$298K | 0.05% | 259 |
|
|
2024
Q2 | $9.93M | Buy |
85,144
+14,699
| +21% | +$1.71M | 0.04% | 278 |
|
|
2024
Q1 | $8.37M | Buy |
70,445
+6,599
| +10% | +$784K | 0.04% | 280 |
|
|
2023
Q4 | $7.4M | Buy |
63,846
+4,230
| +7% | +$490K | 0.04% | 261 |
|
|
2023
Q3 | $6.32M | Buy |
59,616
+3,821
| +7% | +$405K | 0.02% | 268 |
|
|
2023
Q2 | $6.49M | Buy |
+55,795
| New | +$6.49M | 0.01% | 259 |
|
|
2022
Q4 | – | Sell |
-2,430
| Closed | -$248K | – | 753 |
|
|
2022
Q3 | $248K | Buy |
+2,430
| New | +$248K | ﹤0.01% | 731 |
|
|
2022
Q2 | – | Sell |
-6,564
| Closed | -$785K | – | 948 |
|
|
2022
Q1 | $785K | Sell |
6,564
-14,498
| -69% | -$1.73M | 0.01% | 471 |
|
|
2021
Q4 | $2.21M | Buy |
21,062
+7,394
| +54% | +$774K | 0.02% | 278 |
|
|
2021
Q3 | $1.21M | Buy |
13,668
+2,259
| +20% | +$199K | 0.02% | 341 |
|
|
2021
Q2 | $1.1M | Buy |
11,409
+4,622
| +68% | +$444K | 0.02% | 329 |
|
|
2021
Q1 | $671K | Buy |
+6,787
| New | +$671K | 0.01% | 391 |
|
|
2019
Q2 | – | Sell |
-258
| Closed | -$27K | – | 569 |
|
|
2019
Q1 | $27K | Buy |
258
+175
| +211% | +$18.3K | ﹤0.01% | 945 |
|
|
2018
Q4 | $8K | Buy |
+83
| New | +$8K | ﹤0.01% | 898 |
|