Institutional & Family Asset Management’s Atmos Energy ATO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$2.8K	Buy	24 +4	+20%	+$466	﹤0.01%	552
2024 Q1	$2.38K	Hold	20	–	–	﹤0.01%	564
2023 Q4	$2.32K	Hold	20	–	–	﹤0.01%	552
2023 Q3	$2.12K	Hold	20	–	–	﹤0.01%	545
2023 Q2	$2.33K	Hold	20	–	–	﹤0.01%	557
2023 Q1	$2.25K	Hold	20	–	–	﹤0.01%	560
2022 Q4	$2.24K	Hold	20	–	–	﹤0.01%	552
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	571
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	578
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	630
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	645
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	753
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	802
2021 Q1	$2K	Buy	+20	New	+$1.82K	﹤0.01%	774
2020 Q2	–	Sell	-20	Closed	-$2K	–	835
2020 Q1	$2K	Buy	+20	New	+$2.2K	﹤0.01%	622