UBS Group’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $133M | Buy |
718,687
+131,226
| +22% | +$23.2M | 0.02% | 844 |
|
|
2025
Q4 | $98.5M | Sell |
587,461
-282,015
| -32% | -$48.8M | 0.02% | 1023 |
|
|
2025
Q3 | $148M | Buy |
869,476
+163,728
| +23% | +$26.4M | 0.03% | 755 |
|
|
2025
Q2 | $109M | Sell |
705,748
-224,463
| -24% | -$34.9M | 0.02% | 909 |
|
|
2025
Q1 | $144M | Buy |
930,211
+239,469
| +35% | +$34.9M | 0.03% | 686 |
|
|
2024
Q4 | $96.2M | Buy |
690,742
+37,731
| +6% | +$5.37M | 0.02% | 953 |
|
|
2024
Q3 | $90.6M | Buy |
653,011
+166,032
| +34% | +$21.3M | 0.03% | 779 |
|
|
2024
Q2 | $56.8M | Sell |
486,979
-25,621
| -5% | -$2.99M | 0.02% | 955 |
|
|
2024
Q1 | $60.9M | Buy |
512,600
+135,278
| +36% | +$15.5M | 0.02% | 911 |
|
|
2023
Q4 | $43.7M | Buy |
377,322
+42,182
| +13% | +$4.71M | 0.02% | 1064 |
|
|
2023
Q3 | $35.5M | Sell |
335,140
-67,864
| -17% | -$7.92M | 0.02% | 1056 |
|
|
2023
Q2 | $46.9M | Buy |
403,004
+165,161
| +69% | +$19.1M | 0.02% | 870 |
|
|
2023
Q1 | $26.7M | Buy |
237,843
+65,783
| +38% | +$7.48M | 0.01% | 1175 |
|
|
2022
Q4 | $19.3M | Buy |
172,060
+108,207
| +169% | +$11.9M | 0.01% | 1443 |
|
|
2022
Q3 | $6.5M | Sell |
63,853
-69,461
| -52% | -$7.96M | ﹤0.01% | 2125 |
|
|
2022
Q2 | $14.9M | Buy |
133,314
+84,513
| +173% | +$9.68M | 0.01% | 1525 |
|
|
2022
Q1 | $5.83M | Sell |
48,801
-46,474
| -49% | -$5.08M | ﹤0.01% | 2394 |
|
|
2021
Q4 | $9.98M | Buy |
95,275
+9,647
| +11% | +$914K | ﹤0.01% | 2143 |
|
|
2021
Q3 | $7.55M | Sell |
85,628
-34,485
| -29% | -$3.33M | ﹤0.01% | 2270 |
|
|
2021
Q2 | $11.5M | Buy |
120,113
+26,153
| +28% | +$2.62M | ﹤0.01% | 1912 |
|
|
2021
Q1 | $9.29M | Sell |
93,960
-76,623
| -45% | -$6.97M | ﹤0.01% | 2018 |
|
|
2020
Q4 | $16.3M | Buy |
170,583
+50,241
| +42% | +$4.84M | 0.01% | 1489 |
|
|
2020
Q3 | $11.5M | Buy |
120,342
+52,600
| +78% | +$5.25M | 0.01% | 1546 |
|
|
2020
Q2 | $6.75M | Sell |
67,742
-3,425
| -5% | -$345K | ﹤0.01% | 1821 |
|
|
2020
Q1 | $7.06M | Sell |
71,167
-139,947
| -66% | -$15.4M | ﹤0.01% | 1647 |
|
|
2019
Q4 | $23.6M | Buy |
211,114
+106,543
| +102% | +$11.7M | 0.01% | 1258 |
|
|
2019
Q3 | $11.9M | Buy |
104,571
+45,576
| +77% | +$4.98M | 0.01% | 1633 |
|
|
2019
Q2 | $6.23M | Sell |
58,995
-6,317
| -10% | -$647K | ﹤0.01% | 2147 |
|
|
2019
Q1 | $6.72M | Buy |
65,312
+2,407
| +4% | +$235K | ﹤0.01% | 1977 |
|
|
2018
Q4 | $5.83M | Sell |
62,905
-32,852
| -34% | -$3.14M | ﹤0.01% | 2019 |
|
|
2018
Q3 | $8.99M | Buy |
95,757
+12,026
| +14% | +$1.11M | ﹤0.01% | 1864 |
|
|
2018
Q2 | $7.55M | Sell |
83,731
-8,648
| -9% | -$749K | ﹤0.01% | 1967 |
|
|
2018
Q1 | $7.78M | Buy |
92,379
+11,508
| +14% | +$937K | ﹤0.01% | 1917 |
|
|
2017
Q4 | $6.95M | Buy |
80,871
+7,466
| +10% | +$657K | ﹤0.01% | 2037 |
|
|
2017
Q3 | $6.15M | Buy |
73,405
+10,377
| +16% | +$895K | ﹤0.01% | 2021 |
|
|
2017
Q2 | $5.23M | Sell |
63,028
-31,902
| -34% | -$2.62M | ﹤0.01% | 2111 |
|
|
2017
Q1 | $7.5M | Sell |
94,930
-52,787
| -36% | -$4.05M | 0.01% | 1736 |
|
|
2016
Q4 | $11M | Buy |
147,717
+78,318
| +113% | +$5.66M | 0.01% | 1427 |
|
|
2016
Q3 | $5.17M | Sell |
69,399
-65,140
| -48% | -$5.01M | ﹤0.01% | 1987 |
|
|
2016
Q2 | $10.9M | Buy |
134,539
+54,737
| +69% | +$4.06M | 0.01% | 1318 |
|
|
2016
Q1 | $5.93M | Buy |
79,802
+25,151
| +46% | +$1.73M | ﹤0.01% | 1722 |
|
|
2015
Q4 | $3.44M | Sell |
54,651
-45,937
| -46% | -$2.82M | ﹤0.01% | 2290 |
|
|
2015
Q3 | $5.85M | Sell |
100,588
-84,818
| -46% | -$4.66M | 0.01% | 1787 |
|
|
2015
Q2 | $9.51M | Buy |
185,406
+48,100
| +35% | +$2.58M | 0.01% | 1520 |
|
|
2015
Q1 | $7.59M | Buy |
137,306
+80,647
| +142% | +$4.44M | 0.01% | 1702 |
|
|
2014
Q4 | $3.16M | Buy |
+56,659
| New | +$2.98M | ﹤0.01% | 2475 |
|
Other funds holding ATO
VCM
VPM
