FMWA
Forvis Mazars Wealth Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
3,002
+73
| +2% | +$11.2K | 0.01% | 297 |
|
|
2025
Q1 | $453K | Buy |
2,929
+67
| +2% | +$10.4K | 0.01% | 295 |
|
|
2024
Q4 | $399K | Sell |
2,862
-17
| -0.6% | -$2.37K | 0.01% | 343 |
|
|
2024
Q3 | $399K | Buy |
2,879
+14
| +0.5% | +$1.94K | 0.01% | 345 |
|
|
2024
Q2 | $334K | Buy |
2,865
+207
| +8% | +$24.1K | 0.01% | 341 |
|
|
2024
Q1 | $316K | Hold |
2,658
| – | – | 0.01% | 343 |
|
|
2023
Q4 | $308K | Hold |
2,658
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $282K | Sell |
2,658
-2
| -0.1% | -$212 | 0.01% | 338 |
|
|
2023
Q2 | $310K | Hold |
2,660
| – | – | 0.01% | 358 |
|
|
2023
Q1 | $299K | Hold |
2,660
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $298K | Hold |
2,660
| – | – | 0.01% | 326 |
|
|
2022
Q3 | $271K | Sell |
2,660
-1
| -0% | -$102 | 0.01% | 332 |
|
|
2022
Q2 | $298K | Buy |
+2,661
| New | +$298K | 0.01% | 321 |
|
|
2015
Q3 | – | Sell |
-5,009
| Closed | -$257K | – | 184 |
|
|
2015
Q2 | $257K | Buy |
5,009
+38
| +0.8% | +$1.95K | 0.04% | 152 |
|
|
2015
Q1 | $275K | Buy |
4,971
+37
| +0.7% | +$2.05K | 0.04% | 154 |
|
|
2014
Q4 | $275K | Buy |
4,934
+35
| +0.7% | +$1.95K | 0.05% | 133 |
|
|
2014
Q3 | $234K | Buy |
4,899
+35
| +0.7% | +$1.67K | 0.04% | 125 |
|
|
2014
Q2 | $260K | Buy |
4,864
+35
| +0.7% | +$1.87K | 0.04% | 121 |
|
|
2014
Q1 | $228K | Buy |
4,829
+40
| +0.8% | +$1.89K | 0.04% | 148 |
|
|
2013
Q4 | $218K | Buy |
+4,789
| New | +$218K | 0.04% | 146 |
|