MWM
Moran Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
21,785
+533
| +3% | +$82.1K | 0.1% | 237 |
|
|
2025
Q1 | $3.29M | Sell |
21,252
-145,024
| -87% | -$22.4M | 0.11% | 231 |
|
|
2024
Q4 | $23.2M | Buy |
166,276
+18,025
| +12% | +$2.51M | 0.74% | 33 |
|
|
2024
Q3 | $20.6M | Buy |
148,251
+311
| +0.2% | +$43.1K | 0.63% | 46 |
|
|
2024
Q2 | $17.3M | Buy |
147,940
+2,083
| +1% | +$243K | 0.57% | 54 |
|
|
2024
Q1 | $17.3M | Sell |
145,857
-25,312
| -15% | -$3.01M | 0.56% | 54 |
|
|
2023
Q4 | $19.8M | Sell |
171,169
-28,585
| -14% | -$3.31M | 0.71% | 38 |
|
|
2023
Q3 | $21.2M | Sell |
199,754
-417
| -0.2% | -$44.2K | 0.82% | 28 |
|
|
2023
Q2 | $23.3M | Sell |
200,171
-3,826
| -2% | -$445K | 0.87% | 23 |
|
|
2023
Q1 | $22.9M | Buy |
203,997
+7,108
| +4% | +$799K | 0.87% | 25 |
|
|
2022
Q4 | $22.1M | Buy |
+196,889
| New | +$22.1M | 0.84% | 27 |
|