GA
Geller Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $639K | Buy |
4,585
+91
| +2% | +$12.7K | 0.04% | 104 |
|
|
2024
Q3 | $623K | Sell |
4,494
-47
| -1% | -$6.52K | 0.04% | 112 |
|
|
2024
Q2 | $530K | Buy |
+4,541
| New | +$530K | 0.04% | 131 |
|
|
2022
Q3 | – | Sell |
-2,496
| Closed | -$280K | – | 132 |
|
|
2022
Q2 | $280K | Sell |
2,496
-382
| -13% | -$42.9K | 0.06% | 96 |
|
|
2022
Q1 | $344K | Sell |
2,878
-1,746
| -38% | -$209K | 0.06% | 89 |
|
|
2021
Q4 | $484K | Buy |
4,624
+5
| +0.1% | +$523 | 0.09% | 60 |
|
|
2021
Q3 | $407K | Buy |
4,619
+930
| +25% | +$81.9K | 0.09% | 69 |
|
|
2021
Q2 | $355K | Buy |
3,689
+737
| +25% | +$70.9K | 0.08% | 76 |
|
|
2021
Q1 | $292K | Buy |
+2,952
| New | +$292K | 0.07% | 80 |
|