True Wealth Design’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 | $2.47K | Buy |
16
+2
| +14% | +$308 | ﹤0.01% | 1094 |
|
|
2025
Q1 | $2.17K | Buy |
14
+5
| +56% | +$773 | ﹤0.01% | 983 |
|
|
2024
Q4 | $1.25K | Buy |
9
+2
| +29% | +$279 | ﹤0.01% | 867 |
|
|
2024
Q3 | $971 | Hold |
7
| – | – | ﹤0.01% | 982 |
|
|
2024
Q2 | $817 | Buy |
7
+2
| +40% | +$233 | ﹤0.01% | 554 |
|
|
2024
Q1 | $595 | Buy |
5
+2
| +67% | +$238 | ﹤0.01% | 591 |
|
|
2023
Q4 | $348 | Hold |
3
| – | – | ﹤0.01% | 575 |
|
|
2023
Q3 | $318 | Hold |
3
| – | – | ﹤0.01% | 545 |
|
|
2023
Q2 | $350 | Hold |
3
| – | – | ﹤0.01% | 540 |
|
|
2023
Q1 | $338 | Hold |
3
| – | – | ﹤0.01% | 619 |
|
|
2022
Q4 | $336 | Buy |
+3
| New | +$336 | ﹤0.01% | 559 |
|