SSW
Smith Shellnut Wilson’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
1,968
| – | – | 0.13% | 106 |
|
|
2025
Q1 | $304K | Buy |
1,968
+81
| +4% | +$12.5K | 0.14% | 108 |
|
|
2024
Q4 | $263K | Sell |
1,887
-111
| -6% | -$15.5K | 0.12% | 121 |
|
|
2024
Q3 | $277K | Hold |
1,998
| – | – | 0.13% | 116 |
|
|
2024
Q2 | $233K | Hold |
1,998
| – | – | 0.11% | 127 |
|
|
2024
Q1 | $238K | Hold |
1,998
| – | – | 0.13% | 116 |
|
|
2023
Q4 | $232K | Sell |
1,998
-851
| -30% | -$98.6K | 0.13% | 116 |
|
|
2023
Q3 | $302K | Hold |
2,849
| – | – | 0.18% | 96 |
|
|
2023
Q2 | $331K | Sell |
2,849
-25
| -0.9% | -$2.91K | 0.19% | 93 |
|
|
2023
Q1 | $323K | Hold |
2,874
| – | – | 0.2% | 89 |
|
|
2022
Q4 | $322K | Sell |
2,874
-3
| -0.1% | -$336 | 0.2% | 93 |
|
|
2022
Q3 | $293K | Buy |
2,877
+157
| +6% | +$16K | 0.19% | 92 |
|
|
2022
Q2 | $305K | Sell |
2,720
-245
| -8% | -$27.5K | 0.19% | 97 |
|
|
2022
Q1 | $354K | Sell |
2,965
-16
| -0.5% | -$1.91K | 0.19% | 96 |
|
|
2021
Q4 | $312K | Buy |
2,981
+92
| +3% | +$9.63K | 0.15% | 115 |
|
|
2021
Q3 | $255K | Buy |
2,889
+47
| +2% | +$4.15K | 0.15% | 124 |
|
|
2021
Q2 | $273K | Hold |
2,842
| – | – | 0.16% | 116 |
|
|
2021
Q1 | $281K | Buy |
2,842
+171
| +6% | +$16.9K | 0.17% | 105 |
|
|
2020
Q4 | $255K | Sell |
2,671
-156
| -6% | -$14.9K | 0.15% | 109 |
|
|
2020
Q3 | $270 | Hold |
2,827
| – | – | 0.1% | 101 |
|
|
2020
Q2 | $282K | Sell |
2,827
-88
| -3% | -$8.78K | 0.2% | 85 |
|
|
2020
Q1 | $289K | Buy |
2,915
+84
| +3% | +$8.33K | 0.24% | 76 |
|
|
2019
Q4 | $317K | Hold |
2,831
| – | – | 0.21% | 93 |
|
|
2019
Q3 | $322K | Sell |
2,831
-326
| -10% | -$37.1K | 0.24% | 82 |
|
|
2019
Q2 | $333K | Sell |
3,157
-141
| -4% | -$14.9K | 0.25% | 73 |
|
|
2019
Q1 | $339K | Buy |
3,298
+43
| +1% | +$4.42K | 0.27% | 72 |
|
|
2018
Q4 | $302K | Sell |
3,255
-43
| -1% | -$3.99K | 0.32% | 63 |
|
|
2018
Q3 | $310K | Buy |
+3,298
| New | +$310K | 0.28% | 71 |
|
|
2018
Q1 | $278K | Buy |
+3,298
| New | +$278K | 0.24% | 74 |
|