Gen-Wealth Partners’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
3,487
-321
| -8% | -$49.5K | 0.21% | 121 |
|
|
2025
Q1 | $589K | Sell |
3,808
-351
| -8% | -$54.3K | 0.25% | 109 |
|
|
2024
Q4 | $579K | Sell |
4,159
-189
| -4% | -$26.3K | 0.25% | 103 |
|
|
2024
Q3 | $607K | Sell |
4,348
-89
| -2% | -$12.4K | 0.27% | 92 |
|
|
2024
Q2 | $518K | Buy |
4,437
+422
| +11% | +$49.2K | 0.25% | 96 |
|
|
2024
Q1 | $477K | Buy |
+4,015
| New | +$477K | 0.24% | 106 |
|