HB Wealth Management’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 | $631K | Sell |
4,095
-368
| -8% | -$56.7K | 0.01% | 655 |
|
|
2025
Q1 | $690K | Buy |
4,463
+1,583
| +55% | +$245K | 0.01% | 645 |
|
|
2024
Q4 | $401K | Buy |
2,880
+224
| +8% | +$31.2K | ﹤0.01% | 693 |
|
|
2024
Q3 | $368K | Buy |
2,656
+210
| +9% | +$29.1K | ﹤0.01% | 681 |
|
|
2024
Q2 | $285K | Buy |
2,446
+583
| +31% | +$68K | ﹤0.01% | 720 |
|
|
2024
Q1 | $221K | Buy |
1,863
+126
| +7% | +$15K | ﹤0.01% | 763 |
|
|
2023
Q4 | $201K | Buy |
+1,737
| New | +$201K | ﹤0.01% | 744 |
|