Integrated Wealth Concepts’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Buy |
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|
2025
Q4 | $392K | Sell |
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|
2025
Q3 | $725K | Buy |
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|
2025
Q2 | $541K | Buy |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $398K | Buy |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $312K | Buy |
|