Venturi Wealth 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 | $1.54M | Sell |
10,009
-855
| -8% | -$132K | 0.08% | 151 |
|
|
2025
Q1 | $1.68M | Sell |
10,864
-119
| -1% | -$18.4K | 0.09% | 137 |
|
|
2024
Q4 | $1.53M | Buy |
10,983
+1,431
| +15% | +$199K | 0.08% | 156 |
|
|
2024
Q3 | $1.32M | Sell |
9,552
-124
| -1% | -$17.2K | 0.07% | 156 |
|
|
2024
Q2 | $1.13M | Sell |
9,676
-40
| -0.4% | -$4.67K | 0.07% | 165 |
|
|
2024
Q1 | $1.15M | Buy |
9,716
+310
| +3% | +$36.8K | 0.07% | 163 |
|
|
2023
Q4 | $1.09M | Sell |
9,406
-312
| -3% | -$36.2K | 0.08% | 152 |
|
|
2023
Q3 | $1.03M | Buy |
+9,718
| New | +$1.03M | 0.08% | 149 |
|
|
2020
Q2 | – | Sell |
-3,283
| Closed | -$326K | – | 251 |
|
|
2020
Q1 | $326K | Buy |
+3,283
| New | +$326K | 0.06% | 172 |
|