NewEdge Wealth’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
2,281
+519
| +29% | +$84.5K | 0.01% | 778 |
|
|
2025
Q1 | $272K | Buy |
1,762
+74
| +4% | +$11.4K | ﹤0.01% | 794 |
|
|
2024
Q4 | $235K | Sell |
1,688
-130
| -7% | -$18.1K | ﹤0.01% | 840 |
|
|
2024
Q3 | $252K | Buy |
1,818
+39
| +2% | +$5.41K | ﹤0.01% | 773 |
|
|
2024
Q2 | $208K | Sell |
1,779
-123
| -6% | -$14.4K | ﹤0.01% | 724 |
|
|
2024
Q1 | $226K | Buy |
+1,902
| New | +$226K | 0.01% | 736 |
|