Kesler Norman & Wride’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
$236K Buy
1,530
+6
+0.4% +$925 0.04% 213
2025
Q1
$236K Sell
1,524
-787
-34% -$122K 0.04% 202
2024
Q4
$322K Sell
2,311
-165
-7% -$23K 0.07% 192
2024
Q3
$343K Sell
2,476
-4,017
-62% -$557K 0.07% 200
2024
Q2
$757K Sell
6,493
-608
-9% -$70.9K 0.16% 113
2024
Q1
$844K Sell
7,101
-8,193
-54% -$974K 0.18% 111
2023
Q4
$1.77M Buy
15,294
+130
+0.9% +$15.1K 0.41% 73
2023
Q3
$1.61M Sell
15,164
-1,288
-8% -$136K 0.4% 74
2023
Q2
$1.91M Buy
16,452
+219
+1% +$25.5K 0.46% 68
2023
Q1
$1.82M Buy
16,233
+708
+5% +$79.6K 0.46% 68
2022
Q4
$1.74M Buy
15,525
+5,922
+62% +$664K 0.45% 69
2022
Q3
$978K Sell
9,603
-8
-0.1% -$815 0.27% 88
2022
Q2
$1.08M Sell
9,611
-25
-0.3% -$2.8K 0.3% 81
2022
Q1
$1.15M Sell
9,636
-25
-0.3% -$2.99K 0.26% 84
2021
Q4
$1.01M Buy
9,661
+161
+2% +$16.9K 0.21% 103
2021
Q3
$838K Buy
9,500
+81
+0.9% +$7.15K 0.2% 116
2021
Q2
$929K Buy
9,419
+32
+0.3% +$3.16K 0.21% 112
2021
Q1
$928K Buy
9,387
+2,402
+34% +$237K 0.23% 106
2020
Q4
$667K Buy
+6,985
New +$667K 0.19% 116