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Reston Wealth Management’s Atmos Energy ATO Stock Holding History

Reston Wealth Management’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3
Closed -$416 – 84
2024
Q3 		$416 Buy
+3
New +$385 ﹤0.01% 415

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Deutsche Bank
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Reston Wealth Management's ATO Position: Q4 2024 in Review

Reston Wealth Management sold out of Atmos Energy (ATO) in Q4 2024, closing a stake of 3 shares — an estimated $416 sold.

Reston Wealth Management first reported a position in ATO in Q3 2024 and held it in 1 quarter. The position peaked at $416 in Q3 2024. 818 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • Reston Wealth Management reported no remaining Atmos Energy position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 3 Atmos Energy shares in Q4 2024, an estimated $416.
  • Reston Wealth Management first reported a position in Atmos Energy in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Atmos Energy position peaked at $416 in Q3 2024.
  • 818 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.