Mitchell McLeod Pugh & Williams’s Atmos Energy ATO Stock Holding History

Mitchell McLeod Pugh & Williams’s Portfolio ATO Stock Details ATO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$452K	Sell	2,936 -610	-17%	-$94K	0.08%	192
2025 Q1	$548K	Buy	3,546 +129	+4%	+$19.9K	0.11%	165
2024 Q4	$476K	Hold	3,417	–	–	0.1%	179
2024 Q3	$474K	Hold	3,417	–	–	0.1%	183
2024 Q2	$399K	Hold	3,417	–	–	0.09%	187
2024 Q1	$406K	Hold	3,417	–	–	0.1%	183
2023 Q4	$396K	Hold	3,417	–	–	0.1%	174
2023 Q3	$362K	Hold	3,417	–	–	0.11%	179
2023 Q2	$398K	Hold	3,417	–	–	0.12%	171
2023 Q1	$384K	Sell	3,417 -244	-7%	-$27.4K	0.12%	176
2022 Q4	$410K	Sell	3,661 -31	-0.8%	-$3.47K	0.14%	163
2022 Q3	$376K	Sell	3,692 -285	-7%	-$29K	0.14%	153
2022 Q2	$446K	Sell	3,977 -450	-10%	-$50.5K	0.17%	139
2022 Q1	$529K	Hold	4,427	–	–	0.18%	139
2021 Q4	$464K	Hold	4,427	–	–	0.15%	154
2021 Q3	$390K	Hold	4,427	–	–	0.14%	161
2021 Q2	$425K	Hold	4,427	–	–	0.16%	150
2021 Q1	$438K	Sell	4,427 -540	-11%	-$53.4K	0.18%	139
2020 Q4	$474K	Sell	4,967 -119	-2%	-$11.4K	0.22%	125
2020 Q3	$486K	Hold	5,086	–	–	0.25%	119
2020 Q2	$506K	Buy	5,086 +500	+11%	+$49.7K	0.29%	110
2020 Q1	$455K	Buy	4,586 +119	+3%	+$11.8K	0.35%	100
2019 Q4	$500K	Hold	4,467	–	–	0.31%	112
2019 Q3	$509K	Sell	4,467 -791	-15%	-$90.1K	0.34%	106
2019 Q2	$555K	Hold	5,258	–	–	0.38%	95
2019 Q1	$541K	Hold	5,258	–	–	0.38%	95
2018 Q4	$488K	Sell	5,258 -260	-5%	-$24.1K	0.39%	94
2018 Q3	$518K	Sell	5,518 -1,640	-23%	-$154K	0.35%	106
2018 Q2	$645K	Sell	7,158 -575	-7%	-$51.8K	0.46%	82
2018 Q1	$651K	Sell	7,733 -1,850	-19%	-$156K	0.47%	78
2017 Q4	$823K	Hold	9,583	–	–	0.57%	62
2017 Q3	$803K	Sell	9,583 -2,270	-19%	-$190K	0.59%	63
2017 Q2	$983K	Hold	11,853	–	–	0.75%	42
2017 Q1	$936K	Sell	11,853 -190	-2%	-$15K	0.73%	45
2016 Q4	$893K	Hold	12,043	–	–	0.72%	45
2016 Q3	$897K	Hold	12,043	–	–	0.79%	43
2016 Q2	$979K	Hold	12,043	–	–	0.89%	34
2016 Q1	$894K	Sell	12,043 -2,800	-19%	-$208K	0.86%	38
2015 Q4	$936K	Hold	14,843	–	–	0.93%	34
2015 Q3	$864K	Hold	14,843	–	–	0.89%	34
2015 Q2	$761K	Hold	14,843	–	–	0.7%	47
2015 Q1	$821K	Hold	14,843	–	–	0.75%	44
2014 Q4	$827K	Buy	+14,843	New	+$827K	0.76%	43