J.P. Morgan Private Wealth Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.48M | Sell |
13,961
-1,238
| -8% | -$131K | ﹤0.01% | 843 |
|
|
2023
Q2 | $1.77M | Sell |
15,199
-16,839
| -53% | -$1.96M | 0.01% | 607 |
|
|
2023
Q1 | $3.6M | Sell |
32,038
-3,209
| -9% | -$361K | 0.01% | 680 |
|
|
2022
Q4 | $3.95M | Buy |
35,247
+2,674
| +8% | +$300K | 0.01% | 636 |
|
|
2022
Q3 | $3.32M | Sell |
32,573
-7,953
| -20% | -$810K | 0.01% | 676 |
|
|
2022
Q2 | $4.54M | Buy |
40,526
+110
| +0.3% | +$12.3K | 0.01% | 594 |
|
|
2022
Q1 | $4.83M | Buy |
40,416
+35,774
| +771% | +$4.27M | 0.01% | 624 |
|
|
2021
Q4 | $486K | Buy |
4,642
+520
| +13% | +$54.4K | ﹤0.01% | 1568 |
|
|
2021
Q3 | $364K | Buy |
4,122
+52
| +1% | +$4.59K | ﹤0.01% | 1629 |
|
|
2021
Q2 | $391K | Buy |
+4,070
| New | +$391K | ﹤0.01% | 1575 |
|