JPWM
Jamison Private Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Sell |
4,010
-13
| -0.3% | -$2K | 0.09% | 133 |
|
|
2025
Q1 | $622K | Sell |
4,023
-8,752
| -69% | -$1.35M | 0.09% | 130 |
|
|
2024
Q4 | $1.78M | Sell |
12,775
-8,449
| -40% | -$1.18M | 0.26% | 86 |
|
|
2024
Q3 | $2.94M | Buy |
21,224
+742
| +4% | +$103K | 0.45% | 55 |
|
|
2024
Q2 | $2.39M | Buy |
20,482
+171
| +0.8% | +$19.9K | 0.4% | 58 |
|
|
2024
Q1 | $2.41M | Buy |
20,311
+11
| +0.1% | +$1.31K | 0.41% | 60 |
|
|
2023
Q4 | $2.35M | Buy |
20,300
+60
| +0.3% | +$6.95K | 0.44% | 58 |
|
|
2023
Q3 | $2.14M | Buy |
+20,240
| New | +$2.14M | 0.44% | 60 |
|