Glassman Wealth Services’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 |
-246
| Closed | -$28.5K | – | 343 |
|
|
2023
Q4 | $28.5K | Buy |
246
+12
| +5% | +$1.39K | ﹤0.01% | 602 |
|
|
2023
Q3 | $24.8K | Hold |
234
| – | – | ﹤0.01% | 607 |
|
|
2023
Q2 | $27.2K | Buy |
234
+99
| +73% | +$11.5K | ﹤0.01% | 549 |
|
|
2023
Q1 | $15.2K | Buy |
135
+16
| +13% | +$1.8K | ﹤0.01% | 699 |
|
|
2022
Q4 | $13.3K | Sell |
119
-8
| -6% | -$897 | ﹤0.01% | 759 |
|
|
2022
Q3 | $13K | Sell |
127
-4
| -3% | -$409 | ﹤0.01% | 721 |
|
|
2022
Q2 | $15K | Buy |
131
+74
| +130% | +$8.47K | ﹤0.01% | 696 |
|
|
2022
Q1 | $7K | Buy |
57
+12
| +27% | +$1.47K | ﹤0.01% | 914 |
|
|
2021
Q4 | $5K | Buy |
45
+33
| +275% | +$3.67K | ﹤0.01% | 965 |
|
|
2021
Q3 | $1K | Sell |
12
-19
| -61% | -$1.58K | ﹤0.01% | 1276 |
|
|
2021
Q2 | $3K | Buy |
31
+19
| +158% | +$1.84K | ﹤0.01% | 1029 |
|
|
2021
Q1 | $1K | Buy |
12
+8
| +200% | +$667 | ﹤0.01% | 1189 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1319 |
|
|
2020
Q2 | $0 | Sell |
4
-2
| -33% | – | ﹤0.01% | 1213 |
|
|
2020
Q1 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 803 |
|
|
2019
Q4 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 1169 |
|
|
2019
Q3 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 784 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1067 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1024 |
|