Montag & Associates’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.1K | Buy |
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|
2025
Q2 | $9.34K | Buy |
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|
2025
Q1 | $7.58K | Hold |
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|
2024
Q4 | $6.83K | Hold |
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|
2024
Q3 | $6.8K | Hold |
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|
2024
Q2 | $5.72K | Hold |
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|
2024
Q1 | $5.83K | Hold |
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|
2023
Q4 | $5.68K | Hold |
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|
2023
Q3 | $5.19K | Hold |
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|
2023
Q2 | $5.7K | Buy |
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|
2023
Q1 | $4.5K | Sell |
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|
2022
Q4 | $10.4K | Buy |
|