Tiedemann Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,937
| Closed | -$890K | – | 248 |
|
|
2022
Q4 | $890K | Hold |
7,937
| – | – | 0.04% | 125 |
|
|
2022
Q3 | $808K | Buy |
+7,937
| New | +$909K | 0.05% | 123 |
|
|
2020
Q4 | – | Sell |
-48,185
| Closed | -$4.61M | – | 317 |
|
|
2020
Q3 | $4.61M | Sell |
48,185
-4,013
| -8% | -$401K | 0.22% | 64 |
|
|
2020
Q2 | $5.2M | Buy |
52,198
+32,050
| +159% | +$3.23M | 0.28% | 57 |
|
|
2020
Q1 | $2M | Buy |
20,148
+9,994
| +98% | +$1.1M | 0.13% | 102 |
|
|
2019
Q4 | $1.14M | Sell |
10,154
-510
| -5% | -$55.9K | 0.05% | 152 |
|
|
2019
Q3 | $1.21M | Buy |
10,664
+280
| +3% | +$30.6K | 0.06% | 155 |
|
|
2019
Q2 | $1.1M | Sell |
10,384
-2,901
| -22% | -$297K | 0.05% | 147 |
|
|
2019
Q1 | $1.37M | Sell |
13,285
-23
| -0.2% | -$2.24K | 0.06% | 177 |
|
|
2018
Q4 | $1.23M | Buy |
13,308
+1,824
| +16% | +$174K | 0.06% | 180 |
|
|
2018
Q3 | $1.08M | Buy |
11,484
+100
| +0.9% | +$9.23K | 0.06% | 161 |
|
|
2018
Q2 | $1.03M | Sell |
11,384
-14,270
| -56% | -$1.24M | 0.07% | 163 |
|
|
2018
Q1 | $2.16M | Buy |
25,654
+6,170
| +32% | +$502K | 0.15% | 87 |
|
|
2017
Q4 | $1.67M | Buy |
19,484
+3,070
| +19% | +$270K | 0.13% | 87 |
|
|
2017
Q3 | $33.2M | Buy |
16,414
+271
| +2% | +$23.4K | 2.98% | 6 |
|
|
2017
Q2 | $1.34M | Sell |
16,143
-2,004
| -11% | -$164K | 0.1% | 163 |
|
|
2017
Q1 | $1.43M | Sell |
18,147
-2,677
| -13% | -$205K | 0.12% | 144 |
|
|
2016
Q4 | $1.54M | Buy |
+20,824
| New | +$1.5M | 0.15% | 111 |
|
|
2016
Q3 | – | Sell |
-840
| Closed | -$68K | – | 126 |
|
|
2016
Q2 | $68K | Sell |
840
-1,960
| -70% | -$145K | 0.07% | 55 |
|
|
2016
Q1 | $208K | Buy |
+2,800
| New | +$192K | 0.16% | 55 |
|
Other funds holding ATO
