RWA 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
$365K Hold
2,370
﹤0.01% 478
2025
Q1
$366K Sell
2,370
-1,880
-44% -$291K ﹤0.01% 450
2024
Q4
$592K Sell
4,250
-50
-1% -$6.96K 0.01% 393
2024
Q3
$596K Hold
4,300
0.01% 389
2024
Q2
$502K Sell
4,300
-129
-3% -$15K 0.01% 391
2024
Q1
$526K Hold
4,429
0.01% 391
2023
Q4
$513K Buy
+4,429
New +$513K 0.01% 376