Unigestion Holding’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.8M | Buy |
+11,664
| New | +$1.8M | 0.11% | 118 |
|
|
2024
Q2 | – | Sell |
-29,631
| Closed | -$3.52M | – | 143 |
|
|
2024
Q1 | $3.52M | Buy |
+29,631
| New | +$3.52M | 0.17% | 78 |
|
|
2023
Q4 | – | Sell |
-3,670
| Closed | -$389K | – | 150 |
|
|
2023
Q3 | $389K | Hold |
3,670
| – | – | 0.02% | 158 |
|
|
2023
Q2 | $425K | Sell |
3,670
-373
| -9% | -$43.2K | 0.02% | 192 |
|
|
2023
Q1 | $453K | Buy |
+4,043
| New | +$453K | 0.02% | 203 |
|
|
2022
Q2 | – | Sell |
-18,549
| Closed | -$2.23M | – | 179 |
|
|
2022
Q1 | $2.23M | Buy |
+18,549
| New | +$2.23M | 0.1% | 89 |
|
|
2021
Q4 | – | Sell |
-10,375
| Closed | -$915K | – | 182 |
|
|
2021
Q3 | $915K | Buy |
10,375
+786
| +8% | +$69.3K | 0.04% | 145 |
|
|
2021
Q2 | $924K | Sell |
9,589
-1,678
| -15% | -$162K | 0.03% | 170 |
|
|
2021
Q1 | $1.11M | Buy |
11,267
+2,415
| +27% | +$239K | 0.04% | 146 |
|
|
2020
Q4 | $844K | Buy |
+8,852
| New | +$844K | 0.03% | 153 |
|
|
2020
Q2 | – | Sell |
-2,060
| Closed | -$205K | – | 222 |
|
|
2020
Q1 | $205K | Buy |
+2,060
| New | +$205K | 0.01% | 241 |
|
|
2019
Q2 | – | Sell |
-181,615
| Closed | -$18.7M | – | 245 |
|
|
2019
Q1 | $18.7M | Buy |
181,615
+64,397
| +55% | +$6.63M | 0.5% | 69 |
|
|
2018
Q4 | $10.9M | Sell |
117,218
-15,598
| -12% | -$1.45M | 0.27% | 93 |
|
|
2018
Q3 | $12.5M | Buy |
132,816
+124,631
| +1,523% | +$11.7M | 0.26% | 107 |
|
|
2018
Q2 | $738K | Buy |
+8,185
| New | +$738K | 0.01% | 275 |
|