Vanguard Personalized Indexing Management’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 | $2.94M | Buy |
19,087
+1,018
| +6% | +$157K | 0.03% | 444 |
|
|
2025
Q1 | $2.79M | Sell |
18,069
-137
| -0.8% | -$21.2K | 0.04% | 389 |
|
|
2024
Q4 | $2.54M | Buy |
18,206
+2,019
| +12% | +$281K | 0.04% | 403 |
|
|
2024
Q3 | $2.25M | Buy |
16,187
+1,976
| +14% | +$274K | 0.04% | 436 |
|
|
2024
Q2 | $1.65M | Buy |
14,211
+5,809
| +69% | +$676K | 0.03% | 469 |
|
|
2024
Q1 | $999K | Sell |
8,402
-1,093
| -12% | -$130K | 0.02% | 659 |
|
|
2023
Q4 | $1.1M | Sell |
9,495
-1,547
| -14% | -$179K | 0.03% | 598 |
|
|
2023
Q3 | $1.17M | Buy |
11,042
+559
| +5% | +$59.2K | 0.04% | 488 |
|
|
2023
Q2 | $1.22M | Buy |
10,483
+481
| +5% | +$56K | 0.04% | 478 |
|
|
2023
Q1 | $1.12M | Buy |
10,002
+419
| +4% | +$47.1K | 0.04% | 471 |
|
|
2022
Q4 | $1.07M | Sell |
9,583
-199
| -2% | -$22.3K | 0.04% | 480 |
|
|
2022
Q3 | $996K | Buy |
9,782
+34
| +0.3% | +$3.46K | 0.05% | 479 |
|
|
2022
Q2 | $1.09M | Buy |
9,748
+1,211
| +14% | +$136K | 0.05% | 422 |
|
|
2022
Q1 | $1.02M | Buy |
8,537
+1,251
| +17% | +$149K | 0.05% | 438 |
|
|
2021
Q4 | $763K | Buy |
7,286
+3,711
| +104% | +$389K | 0.05% | 528 |
|
|
2021
Q3 | $315K | Buy |
3,575
+169
| +5% | +$14.9K | 0.03% | 745 |
|
|
2021
Q2 | $327K | Sell |
3,406
-1,102
| -24% | -$106K | 0.03% | 694 |
|
|
2021
Q1 | $446K | Buy |
4,508
+780
| +21% | +$77.2K | 0.07% | 348 |
|
|
2020
Q4 | $356K | Buy |
3,728
+303
| +9% | +$28.9K | 0.08% | 301 |
|
|
2020
Q3 | $327K | Buy |
3,425
+373
| +12% | +$35.6K | 0.09% | 265 |
|
|
2020
Q2 | $304K | Buy |
3,052
+17
| +0.6% | +$1.69K | 0.14% | 184 |
|
|
2020
Q1 | $301K | Buy |
+3,035
| New | +$301K | 0.18% | 163 |
|