Integrated Wealth Concepts’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 | $541K | Buy |
3,509
+341
| +11% | +$52.6K | 0.01% | 1227 |
|
|
2025
Q1 | $490K | Buy |
3,168
+308
| +11% | +$47.6K | 0.01% | 1150 |
|
|
2024
Q4 | $398K | Buy |
2,860
+560
| +24% | +$78K | ﹤0.01% | 1229 |
|
|
2024
Q3 | $319K | Buy |
2,300
+108
| +5% | +$15K | ﹤0.01% | 1302 |
|
|
2024
Q2 | $256K | Buy |
2,192
+347
| +19% | +$40.5K | ﹤0.01% | 1403 |
|
|
2024
Q1 | $219K | Sell |
1,845
-54
| -3% | -$6.42K | ﹤0.01% | 1482 |
|
|
2023
Q4 | $220K | Sell |
1,899
-820
| -30% | -$95.1K | ﹤0.01% | 1420 |
|
|
2023
Q3 | $288K | Buy |
2,719
+37
| +1% | +$3.92K | 0.01% | 1248 |
|
|
2023
Q2 | $312K | Buy |
+2,682
| New | +$312K | 0.01% | 1200 |
|