DWM
Diversify Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Buy |
40,564
+4,743
| +13% | +$786K | 0.42% | 56 |
|
|
2025
Q1 | $5.72M | Buy |
35,821
+6,008
| +20% | +$959K | 0.42% | 58 |
|
|
2024
Q4 | $4.09M | Buy |
29,813
+12,388
| +71% | +$1.7M | 0.32% | 83 |
|
|
2024
Q3 | $2.49M | Buy |
17,425
+2,176
| +14% | +$311K | 0.24% | 108 |
|
|
2024
Q2 | $1.94M | Buy |
+15,249
| New | +$1.94M | 0.24% | 100 |
|