TruWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $381K | Buy |
|
|||||
|
2025
Q2 | $336K | Hold |
|
|||||
|
2025
Q1 | $337K | Sell |
|
|||||
|
2024
Q4 | $305K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $581K | Sell |
|
|||||
|
2024
Q1 | $6.38M | Buy |
|
|||||
|
2023
Q4 | $277K | Hold |
|
|||||
|
2023
Q3 | $253K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $328K | Hold |
|
|||||
|
2021
Q2 | $357K | Hold |
|
|||||
|
2021
Q1 | $367K | Buy |
|
|||||
|
2020
Q4 | $220K | Buy |
|