FWM
FFT Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,487
| Closed | -$346K | – | 114 |
|
|
2024
Q4 | $346K | Sell |
2,487
-21
| -0.8% | -$2.93K | 0.03% | 126 |
|
|
2024
Q3 | $348K | Hold |
2,508
| – | – | 0.03% | 119 |
|
|
2024
Q2 | $293K | Buy |
2,508
+7
| +0.3% | +$817 | 0.03% | 121 |
|
|
2024
Q1 | $297K | Buy |
2,501
+298
| +14% | +$35.4K | 0.03% | 122 |
|
|
2023
Q4 | $255K | Buy |
2,203
+145
| +7% | +$16.8K | 0.02% | 109 |
|
|
2023
Q3 | $218K | Hold |
2,058
| – | – | 0.03% | 93 |
|
|
2023
Q2 | $239K | Sell |
2,058
-42
| -2% | -$4.89K | 0.03% | 97 |
|
|
2023
Q1 | $236K | Buy |
2,100
+40
| +2% | +$4.49K | 0.03% | 94 |
|
|
2022
Q4 | $231K | Hold |
2,060
| – | – | 0.03% | 89 |
|
|
2022
Q3 | $210K | Buy |
+2,060
| New | +$210K | 0.03% | 85 |
|