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Waverly Advisors’s Atmos Energy ATO Stock Holding History

Waverly Advisors’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$378K Buy
2,454
+26
+1% +$4.01K ﹤0.01% 890
2025
Q1 		$375K Buy
2,428
+594
+32% +$91.8K ﹤0.01% 856
2024
Q4 		$255K Buy
1,834
+350
+24% +$48.7K ﹤0.01% 869
2024
Q3 		$206K Buy
+1,484
New +$206K ﹤0.01% 771