Northwestern Mutual Wealth Management’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 | $605K | Buy |
3,923
+300
| +8% | +$46.2K | ﹤0.01% | 1328 |
|
|
2025
Q1 | $560K | Buy |
3,623
+60
| +2% | +$9.28K | ﹤0.01% | 1293 |
|
|
2024
Q4 | $496K | Buy |
3,563
+437
| +14% | +$60.9K | ﹤0.01% | 1325 |
|
|
2024
Q3 | $434K | Buy |
3,126
+68
| +2% | +$9.43K | ﹤0.01% | 1353 |
|
|
2024
Q2 | $357K | Hold |
3,058
| – | – | ﹤0.01% | 1368 |
|
|
2024
Q1 | $363K | Buy |
3,058
+111
| +4% | +$13.2K | ﹤0.01% | 1340 |
|
|
2023
Q4 | $342K | Sell |
2,947
-104
| -3% | -$12.1K | ﹤0.01% | 1327 |
|
|
2023
Q3 | $323K | Buy |
3,051
+67
| +2% | +$7.1K | ﹤0.01% | 1305 |
|
|
2023
Q2 | $347K | Buy |
2,984
+1
| +0% | +$116 | ﹤0.01% | 1284 |
|
|
2023
Q1 | $335K | Buy |
2,983
+160
| +6% | +$18K | ﹤0.01% | 1260 |
|
|
2022
Q4 | $316K | Sell |
2,823
-48
| -2% | -$5.38K | ﹤0.01% | 1260 |
|
|
2022
Q3 | $293K | Sell |
2,871
-599
| -17% | -$61.1K | ﹤0.01% | 1257 |
|
|
2022
Q2 | $389K | Buy |
3,470
+37
| +1% | +$4.15K | ﹤0.01% | 1150 |
|
|
2022
Q1 | $410K | Buy |
3,433
+95
| +3% | +$11.3K | ﹤0.01% | 1153 |
|
|
2021
Q4 | $350K | Buy |
3,338
+497
| +17% | +$52.1K | ﹤0.01% | 1224 |
|
|
2021
Q3 | $251K | Sell |
2,841
-977
| -26% | -$86.3K | ﹤0.01% | 1265 |
|
|
2021
Q2 | $368K | Sell |
3,818
-27
| -0.7% | -$2.6K | ﹤0.01% | 1092 |
|
|
2021
Q1 | $379K | Buy |
3,845
+104
| +3% | +$10.3K | ﹤0.01% | 1019 |
|
|
2020
Q4 | $358K | Buy |
3,741
+430
| +13% | +$41.1K | ﹤0.01% | 940 |
|
|
2020
Q3 | $317K | Buy |
3,311
+2,051
| +163% | +$196K | ﹤0.01% | 877 |
|
|
2020
Q2 | $125K | Buy |
1,260
+474
| +60% | +$47K | ﹤0.01% | 1137 |
|
|
2020
Q1 | $78K | Sell |
786
-802
| -51% | -$79.6K | ﹤0.01% | 1202 |
|
|
2019
Q4 | $178K | Buy |
1,588
+934
| +143% | +$105K | ﹤0.01% | 999 |
|
|
2019
Q3 | $74K | Buy |
654
+4
| +0.6% | +$453 | ﹤0.01% | 1277 |
|
|
2019
Q2 | $69K | Buy |
650
+12
| +2% | +$1.27K | ﹤0.01% | 1275 |
|
|
2019
Q1 | $66K | Hold |
638
| – | – | ﹤0.01% | 1236 |
|
|
2018
Q4 | $59K | Hold |
638
| – | – | ﹤0.01% | 1180 |
|
|
2018
Q3 | $60K | Hold |
638
| – | – | ﹤0.01% | 1235 |
|
|
2018
Q2 | $58K | Hold |
638
| – | – | ﹤0.01% | 1187 |
|
|
2018
Q1 | $54K | Sell |
638
-48
| -7% | -$4.06K | ﹤0.01% | 1163 |
|
|
2017
Q4 | $59K | Sell |
686
-96
| -12% | -$8.26K | ﹤0.01% | 1089 |
|
|
2017
Q3 | $66K | Buy |
782
+91
| +13% | +$7.68K | ﹤0.01% | 1015 |
|
|
2017
Q2 | $57K | Buy |
691
+30
| +5% | +$2.48K | ﹤0.01% | 1043 |
|
|
2017
Q1 | $52K | Sell |
661
-64
| -9% | -$5.04K | ﹤0.01% | 1012 |
|
|
2016
Q4 | $54K | Buy |
+725
| New | +$54K | ﹤0.01% | 996 |
|
|
2016
Q3 | – | Sell |
-90
| Closed | -$7K | – | 273 |
|
|
2016
Q2 | $7K | Buy |
90
+62
| +221% | +$4.82K | ﹤0.01% | 1469 |
|
|
2016
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1864 |
|
|
2015
Q4 | – | Sell |
-1,520
| Closed | -$88K | – | 1577 |
|
|
2015
Q3 | $88K | Buy |
+1,520
| New | +$88K | ﹤0.01% | 607 |
|
|
2014
Q1 | – | Sell |
-540
| Closed | -$25K | – | 1265 |
|
|
2013
Q4 | $25K | Sell |
540
-546
| -50% | -$25.3K | ﹤0.01% | 741 |
|
|
2013
Q3 | $46K | Buy |
1,086
+2
| +0.2% | +$85 | ﹤0.01% | 578 |
|
|
2013
Q2 | $44K | Buy |
+1,084
| New | +$44K | ﹤0.01% | 580 |
|