Jamison Private Wealth Management’s Atmos Energy ATO Stock Holding History

Jamison Private Wealth Management’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$706K	Buy
2025 Q2	$618K	Sell
2025 Q1	$622K	Sell
2024 Q4	$1.78M	Sell
2024 Q3	$2.94M	Buy
2024 Q2	$2.39M	Buy
2024 Q1	$2.41M	Buy
2023 Q4	$2.35M	Buy
2023 Q3	$2.14M	Buy