Venturi Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.42M | Sell |
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|
2025
Q2 | $1.54M | Sell |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $326K | Buy |
|