Independent Wealth Network’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 | $325K | Buy |
2,110
+90
| +4% | +$13.9K | 0.12% | 184 |
|
|
2025
Q1 | $312K | Buy |
2,020
+43
| +2% | +$6.65K | 0.12% | 179 |
|
|
2024
Q4 | $275K | Buy |
1,977
+31
| +2% | +$4.32K | 0.11% | 181 |
|
|
2024
Q3 | $270K | Sell |
1,946
-119
| -6% | -$16.5K | 0.12% | 179 |
|
|
2024
Q2 | $241K | Buy |
2,065
+39
| +2% | +$4.55K | 0.11% | 186 |
|
|
2024
Q1 | $241K | Sell |
2,026
-209
| -9% | -$24.9K | 0.11% | 187 |
|
|
2023
Q4 | $259K | Sell |
2,235
-20
| -0.9% | -$2.32K | 0.14% | 165 |
|
|
2023
Q3 | $239K | Buy |
2,255
+29
| +1% | +$3.07K | 0.15% | 164 |
|
|
2023
Q2 | $259K | Sell |
2,226
-16
| -0.7% | -$1.86K | 0.16% | 161 |
|
|
2023
Q1 | $252K | Buy |
2,242
+53
| +2% | +$5.96K | 0.16% | 150 |
|
|
2022
Q4 | $245K | Sell |
2,189
-375
| -15% | -$42K | 0.17% | 148 |
|
|
2022
Q3 | $261K | Buy |
2,564
+320
| +14% | +$32.6K | 0.2% | 132 |
|
|
2022
Q2 | $252K | Sell |
2,244
-23
| -1% | -$2.58K | 0.18% | 140 |
|
|
2022
Q1 | $271K | Buy |
2,267
+162
| +8% | +$19.4K | 0.17% | 151 |
|
|
2021
Q4 | $221K | Buy |
+2,105
| New | +$221K | 0.14% | 183 |
|