Moody Aldrich Partners’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,257
| Closed | -$239K | – | 198 |
|
|
2023
Q3 | $239K | Sell |
2,257
-50
| -2% | -$5.3K | 0.05% | 179 |
|
|
2023
Q2 | $268K | Sell |
2,307
-838
| -27% | -$97.5K | 0.05% | 141 |
|
|
2023
Q1 | $353K | Sell |
3,145
-10
| -0.3% | -$1.12K | 0.07% | 133 |
|
|
2022
Q4 | $354K | Sell |
3,155
-31
| -1% | -$3.47K | 0.07% | 134 |
|
|
2022
Q3 | $324K | Buy |
+3,186
| New | +$324K | 0.07% | 134 |
|
|
2021
Q1 | – | Sell |
-2,536
| Closed | -$242K | – | 183 |
|
|
2020
Q4 | $242K | Sell |
2,536
-16
| -0.6% | -$1.53K | 0.04% | 162 |
|
|
2020
Q3 | $244K | Sell |
2,552
-704
| -22% | -$67.3K | 0.05% | 140 |
|
|
2020
Q2 | $324K | Sell |
3,256
-185
| -5% | -$18.4K | 0.07% | 135 |
|
|
2020
Q1 | $341K | Buy |
3,441
+1,225
| +55% | +$121K | 0.1% | 118 |
|
|
2019
Q4 | $248K | Buy |
+2,216
| New | +$248K | 0.05% | 138 |
|