HWA
HHM Wealth Advisors’s Atmos Energy ATO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-5
| Closed | -$773 | – | 866 |
|
2025
Q1 | $773 | Hold |
5
| – | – | ﹤0.01% | 858 |
|
2024
Q4 | $697 | Buy |
+5
| New | +$697 | ﹤0.01% | 892 |
|
2023
Q2 | – | Sell |
-20
| Closed | -$2.25K | – | 808 |
|
2023
Q1 | $2.25K | Hold |
20
| – | – | ﹤0.01% | 720 |
|
2022
Q4 | $2.24K | Buy |
+20
| New | +$2.24K | ﹤0.01% | 593 |
|