EA
Everpar Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
3,725
+231
| +7% | +$35.6K | 0.26% | 93 |
|
|
2025
Q1 | $540K | Sell |
3,494
-350
| -9% | -$54.1K | 0.29% | 82 |
|
|
2024
Q4 | $535K | Buy |
3,844
+235
| +7% | +$32.7K | 0.27% | 95 |
|
|
2024
Q3 | $501K | Sell |
3,609
-1,088
| -23% | -$151K | 0.26% | 115 |
|
|
2024
Q2 | $548K | Sell |
4,697
-72
| -2% | -$8.4K | 0.27% | 109 |
|
|
2024
Q1 | $567K | Sell |
4,769
-3,866
| -45% | -$460K | 0.34% | 83 |
|
|
2023
Q4 | $1M | Buy |
+8,635
| New | +$1M | 0.47% | 52 |
|