Geller Advisors’s Atmos Energy ATO Stock Holding History

Geller Advisors’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$639K	Buy
2024 Q3	$623K	Sell
2024 Q2	$530K	Buy
2022 Q3	–	Sell
2022 Q2	$280K	Sell
2022 Q1	$344K	Sell
2021 Q4	$484K	Buy
2021 Q3	$407K	Buy
2021 Q2	$355K	Buy
2021 Q1	$292K	Buy