TrinityPoint Wealth’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$971K Buy
2024
Q3
$967K Sell
2024
Q2
$816K Sell
2024
Q1
$835K Sell
2023
Q4
$817K Sell
2023
Q3
$749K Buy
2023
Q2
$817K Buy
2023
Q1
$776K Buy
2022
Q4
$768K Buy
2022
Q3
$659K Buy
2022
Q2
$686K Sell
2022
Q1
$733K Buy
2021
Q4
$640K Buy