MGB Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Hold |
2,697
| – | – | 0.14% | 142 |
|
|
2025
Q1 | $412K | Hold |
2,697
| – | – | 0.15% | 136 |
|
|
2024
Q4 | $375K | Buy |
2,697
+194
| +8% | +$27K | 0.12% | 141 |
|
|
2024
Q3 | $345K | Hold |
2,503
| – | – | 0.13% | 146 |
|
|
2024
Q2 | $301K | Sell |
2,503
-2
| -0.1% | -$240 | 0.11% | 151 |
|
|
2024
Q1 | $298K | Hold |
2,505
| – | – | 0.12% | 153 |
|
|
2023
Q4 | $290K | Buy |
+2,505
| New | +$290K | 0.15% | 146 |
|