HM Payson & Co’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $108K | Hold |
700
| – | – | ﹤0.01% | 517 |
|
|
2024
Q4 | $97.5K | Sell |
700
-4
| -0.6% | -$557 | ﹤0.01% | 536 |
|
|
2024
Q3 | $97.7K | Buy |
704
+4
| +0.6% | +$555 | ﹤0.01% | 524 |
|
|
2024
Q2 | $81.7K | Hold |
700
| – | – | ﹤0.01% | 528 |
|
|
2024
Q1 | $83.2K | Hold |
700
| – | – | ﹤0.01% | 525 |
|
|
2023
Q4 | $81.1K | Hold |
700
| – | – | ﹤0.01% | 520 |
|
|
2023
Q3 | $74.2K | Hold |
700
| – | – | ﹤0.01% | 521 |
|
|
2023
Q2 | $81.4K | Hold |
700
| – | – | ﹤0.01% | 511 |
|
|
2023
Q1 | $78.7K | Hold |
700
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $78.4K | Hold |
700
| – | – | ﹤0.01% | 494 |
|
|
2022
Q3 | $71K | Sell |
700
-41
| -6% | -$4.16K | ﹤0.01% | 518 |
|
|
2022
Q2 | $83K | Buy |
741
+41
| +6% | +$4.59K | ﹤0.01% | 499 |
|
|
2022
Q1 | $84K | Buy |
+700
| New | +$84K | ﹤0.01% | 523 |
|
|
2020
Q3 | – | Sell |
-1,033
| Closed | -$103K | – | 1037 |
|
|
2020
Q2 | $103K | Hold |
1,033
| – | – | ﹤0.01% | 428 |
|
|
2020
Q1 | $103K | Hold |
1,033
| – | – | ﹤0.01% | 402 |
|
|
2019
Q4 | $116K | Hold |
1,033
| – | – | ﹤0.01% | 451 |
|
|
2019
Q3 | $118K | Hold |
1,033
| – | – | ﹤0.01% | 459 |
|
|
2019
Q2 | $109K | Buy |
+1,033
| New | +$109K | ﹤0.01% | 477 |
|