UBS AM’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 | $234M | Buy |
1,521,083
+203,583
| +15% | +$31.4M | 0.05% | 361 |
|
|
2025
Q1 | $204M | Buy |
1,317,500
+257,341
| +24% | +$39.8M | 0.05% | 358 |
|
|
2024
Q4 | $148M | Sell |
1,060,159
-313,169
| -23% | -$43.6M | 0.03% | 434 |
|
|
2024
Q3 | $190M | Sell |
1,373,328
-25,100
| -2% | -$3.48M | 0.05% | 367 |
|
|
2024
Q2 | $163M | Buy |
1,398,428
+342,297
| +32% | +$39.9M | 0.05% | 349 |
|
|
2024
Q1 | $126M | Buy |
1,056,131
+49,552
| +5% | +$5.89M | 0.04% | 384 |
|
|
2023
Q4 | $117M | Buy |
1,006,579
+76,011
| +8% | +$8.81M | 0.05% | 394 |
|
|
2023
Q3 | $98.6M | Sell |
930,568
-17,170
| -2% | -$1.82M | 0.04% | 406 |
|
|
2023
Q2 | $106M | Hold |
947,738
| – | – | 0.05% | 375 |
|
|
2023
Q1 | $106M | Sell |
947,738
-132,578
| -12% | -$14.9M | 0.05% | 375 |
|
|
2022
Q4 | $112M | Buy |
1,080,316
+132,815
| +14% | +$13.7M | 0.06% | 359 |
|
|
2022
Q3 | $96.5M | Buy |
947,501
+5,129
| +0.5% | +$522K | 0.05% | 379 |
|
|
2022
Q2 | $106M | Buy |
942,372
+12,456
| +1% | +$1.4M | 0.06% | 363 |
|
|
2022
Q1 | $111M | Buy |
929,916
+50,306
| +6% | +$6.01M | 0.05% | 403 |
|
|
2021
Q4 | $92.2M | Sell |
879,610
-959
| -0.1% | -$100K | 0.04% | 493 |
|
|
2021
Q3 | $77.7M | Buy |
880,569
+27,803
| +3% | +$2.45M | 0.03% | 508 |
|
|
2021
Q2 | $82M | Buy |
852,766
+160,081
| +23% | +$15.4M | 0.04% | 486 |
|
|
2021
Q1 | $68.5M | Buy |
692,685
+65,425
| +10% | +$6.47M | 0.03% | 533 |
|
|
2020
Q4 | $59.9M | Buy |
627,260
+30,272
| +5% | +$2.89M | 0.03% | 553 |
|
|
2020
Q3 | $57.1M | Buy |
596,988
+7,452
| +1% | +$712K | 0.03% | 479 |
|
|
2020
Q2 | $58.7M | Sell |
589,536
-96,322
| -14% | -$9.59M | 0.04% | 447 |
|
|
2020
Q1 | $68.1M | Buy |
685,858
+40,414
| +6% | +$4.01M | 0.05% | 372 |
|
|
2019
Q4 | $72.2M | Buy |
645,444
+38,694
| +6% | +$4.33M | 0.04% | 429 |
|
|
2019
Q3 | $69.1M | Buy |
606,750
+96,769
| +19% | +$11M | 0.05% | 416 |
|
|
2019
Q2 | $53.8M | Buy |
509,981
+75,527
| +17% | +$7.97M | 0.04% | 488 |
|
|
2019
Q1 | $44.7M | Sell |
434,454
-7,916
| -2% | -$815K | 0.03% | 525 |
|
|
2018
Q4 | $41M | Buy |
442,370
+7,479
| +2% | +$693K | 0.04% | 510 |
|
|
2018
Q3 | $40.8M | Buy |
434,891
+7,205
| +2% | +$677K | 0.03% | 561 |
|
|
2018
Q2 | $38.6M | Buy |
427,686
+12,098
| +3% | +$1.09M | 0.03% | 591 |
|
|
2018
Q1 | $35M | Buy |
415,588
+29,541
| +8% | +$2.49M | 0.03% | 614 |
|
|
2017
Q4 | $33.2M | Buy |
386,047
+25,100
| +7% | +$2.16M | 0.03% | 596 |
|
|
2017
Q3 | $30.3M | Buy |
360,947
+21,144
| +6% | +$1.77M | 0.03% | 605 |
|
|
2017
Q2 | $28.2M | Buy |
339,803
+28,606
| +9% | +$2.37M | 0.03% | 612 |
|
|
2017
Q1 | $24.6M | Buy |
311,197
+53,069
| +21% | +$4.19M | 0.03% | 644 |
|
|
2016
Q4 | $19.1M | Buy |
258,128
+426
| +0.2% | +$31.6K | 0.02% | 699 |
|
|
2016
Q3 | $19.2M | Buy |
257,702
+4,339
| +2% | +$323K | 0.02% | 696 |
|
|
2016
Q2 | $20.6M | Buy |
253,363
+11,210
| +5% | +$912K | 0.02% | 666 |
|
|
2016
Q1 | $18M | Buy |
242,153
+145,494
| +151% | +$10.8M | 0.02% | 697 |
|
|
2015
Q4 | $6.09M | Buy |
96,659
+4,812
| +5% | +$303K | 0.01% | 1001 |
|
|
2015
Q3 | $5.34M | Buy |
91,847
+18,046
| +24% | +$1.05M | 0.01% | 1030 |
|
|
2015
Q2 | $3.78M | Buy |
73,801
+5,300
| +8% | +$272K | ﹤0.01% | 1137 |
|
|
2015
Q1 | $3.79M | Sell |
68,501
-314
| -0.5% | -$17.4K | ﹤0.01% | 1123 |
|
|
2014
Q4 | $3.84M | Buy |
68,815
+2,800
| +4% | +$156K | ﹤0.01% | 1100 |
|
|
2014
Q3 | $3.15M | Buy |
66,015
+1,000
| +2% | +$47.7K | ﹤0.01% | 1147 |
|
|
2014
Q2 | $3.47M | Buy |
65,015
+900
| +1% | +$48.1K | ﹤0.01% | 1131 |
|
|
2014
Q1 | $3.02M | Buy |
64,115
+12,000
| +23% | +$566K | ﹤0.01% | 1176 |
|
|
2013
Q4 | $2.37M | Sell |
52,115
-2,100
| -4% | -$95.4K | ﹤0.01% | 1214 |
|
|
2013
Q3 | $2.31M | Hold |
54,215
| – | – | ﹤0.01% | 1199 |
|
|
2013
Q2 | $2.23M | Buy |
+54,215
| New | +$2.23M | ﹤0.01% | 1176 |
|