EP Wealth Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
1,852
-441
| -19% | -$68K | ﹤0.01% | 1048 |
|
|
2025
Q1 | $354K | Buy |
2,293
+564
| +33% | +$87.2K | ﹤0.01% | 836 |
|
|
2024
Q4 | $241K | Buy |
1,729
+62
| +4% | +$8.64K | ﹤0.01% | 969 |
|
|
2024
Q3 | $231K | Sell |
1,667
-213
| -11% | -$29.5K | ﹤0.01% | 976 |
|
|
2024
Q2 | $219K | Buy |
1,880
+97
| +5% | +$11.3K | ﹤0.01% | 736 |
|
|
2024
Q1 | $212K | Buy |
1,783
+15
| +0.8% | +$1.78K | ﹤0.01% | 720 |
|
|
2023
Q4 | $205K | Buy |
+1,768
| New | +$205K | ﹤0.01% | 708 |
|
|
2023
Q3 | – | Sell |
-31,008
| Closed | -$205K | – | 755 |
|
|
2023
Q2 | $205K | Buy |
31,008
+29,221
| +1,635% | +$193K | ﹤0.01% | 652 |
|
|
2023
Q1 | $201K | Buy |
+1,787
| New | +$201K | ﹤0.01% | 579 |
|
|
2019
Q4 | – | Sell |
-2,389
| Closed | -$272K | – | 416 |
|
|
2019
Q3 | $272K | Buy |
+2,389
| New | +$272K | 0.01% | 293 |
|
|
2019
Q2 | – | Sell |
-2,185
| Closed | -$225K | – | 319 |
|
|
2019
Q1 | $225K | Hold |
2,185
| – | – | 0.02% | 221 |
|
|
2018
Q4 | $203K | Hold |
2,185
| – | – | 0.02% | 248 |
|
|
2018
Q3 | $205K | Buy |
+2,185
| New | +$205K | 0.02% | 270 |
|