Focused Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-676
| Closed | -$78.3K | – | 233 |
|
|
2023
Q4 | $78.3K | Hold |
676
| – | – | 0.01% | 248 |
|
|
2023
Q3 | $71.6K | Hold |
676
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $78.6K | Hold |
676
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $76K | Hold |
676
| – | – | 0.02% | 240 |
|
|
2022
Q4 | $75.8K | Hold |
676
| – | – | 0.02% | 245 |
|
|
2022
Q3 | $69K | Hold |
676
| – | – | 0.01% | 223 |
|
|
2022
Q2 | $76K | Hold |
676
| – | – | 0.01% | 218 |
|
|
2022
Q1 | $81K | Hold |
676
| – | – | 0.01% | 238 |
|
|
2021
Q4 | $71K | Hold |
676
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $60K | Hold |
676
| – | – | 0.01% | 352 |
|
|
2021
Q2 | $65K | Hold |
676
| – | – | 0.01% | 344 |
|
|
2021
Q1 | $67K | Hold |
676
| – | – | 0.01% | 333 |
|
|
2020
Q4 | $65K | Hold |
676
| – | – | 0.01% | 318 |
|
|
2020
Q3 | $65K | Hold |
676
| – | – | 0.01% | 285 |
|
|
2020
Q2 | $67K | Hold |
676
| – | – | 0.02% | 273 |
|
|
2020
Q1 | $67K | Hold |
676
| – | – | 0.02% | 252 |
|
|
2019
Q4 | $76K | Hold |
676
| – | – | 0.02% | 277 |
|
|
2019
Q3 | $77K | Hold |
676
| – | – | 0.02% | 257 |
|
|
2019
Q2 | $71K | Buy |
+676
| New | +$71K | 0.02% | 280 |
|