SWM
Scissortail Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
1,784
+4
| +0.2% | +$616 | 0.07% | 95 |
|
|
2025
Q1 | $275K | Hold |
1,780
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $248K | Buy |
1,780
+1,779
| +177,900% | +$248K | 0.06% | 108 |
|
|
2024
Q3 | $247K | Sell |
1
-1,779
| -100% | -$439M | 0.06% | 112 |
|
|
2024
Q2 | $208K | Hold |
1,780
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $212K | Hold |
1,780
| – | – | 0.06% | 108 |
|
|
2023
Q4 | $203K | Buy |
+1,780
| New | +$203K | 0.06% | 147 |
|
|
2023
Q3 | – | Sell |
-1,780
| Closed | -$216K | – | 47 |
|
|
2023
Q2 | $216K | Hold |
1,780
| – | – | 0.18% | 38 |
|
|
2023
Q1 | $200K | Buy |
+1,780
| New | +$200K | 0.18% | 45 |
|
|
2022
Q2 | – | Sell |
-1,780
| Closed | -$210K | – | 124 |
|
|
2022
Q1 | $210K | Buy |
+1,780
| New | +$210K | 0.1% | 84 |
|