Principia Wealth Advisory’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
$1.08K Buy
7
+3
+75% +$462 ﹤0.01% 541
2025
Q1
$596 Hold
4
﹤0.01% 526
2024
Q4
$557 Buy
+4
New +$557 ﹤0.01% 513