Pathstone Family Office’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.56M | Buy |
14,710
+6,240
| +74% | +$661K | 0.01% | 537 |
|
|
2023
Q2 | $985K | Buy |
8,470
+1,039
| +14% | +$121K | 0.01% | 490 |
|
|
2023
Q1 | $835K | Sell |
7,431
-19,543
| -72% | -$2.2M | 0.01% | 504 |
|
|
2022
Q4 | $2.2M | Buy |
26,974
+2,902
| +12% | +$237K | 0.02% | 476 |
|
|
2022
Q3 | $2.45M | Buy |
24,072
+16,388
| +213% | +$1.67M | 0.02% | 369 |
|
|
2022
Q2 | $862K | Buy |
7,684
+5,606
| +270% | +$629K | 0.02% | 387 |
|
|
2022
Q1 | $248K | Buy |
+2,078
| New | +$248K | 0.01% | 826 |
|
|
2021
Q4 | – | Sell |
-9,849
| Closed | -$869K | – | 887 |
|
|
2021
Q3 | $869K | Buy |
9,849
+2,791
| +40% | +$246K | 0.03% | 332 |
|
|
2021
Q2 | $678K | Buy |
+7,058
| New | +$678K | 0.02% | 378 |
|
|
2021
Q1 | – | Sell |
-21
| Closed | -$2K | – | 690 |
|
|
2020
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 996 |
|