ORG Wealth Partners’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
$699K Buy
4,547
+15
+0.3% +$2.31K 0.17% 87
2025
Q1
$702K Buy
4,532
+51
+1% +$7.9K 0.22% 86
2024
Q4
$624K Buy
4,481
+2,507
+127% +$349K 0.19% 49
2024
Q3
$274K Buy
+1,974
New +$274K 0.09% 101