Wealth Enhancement Advisory Services’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 | $4.14M | Buy |
27,216
+14,440
| +113% | +$2.2M | 0.01% | 982 |
|
|
2025
Q1 | $1.97M | Buy |
12,776
+3,015
| +31% | +$466K | ﹤0.01% | 1247 |
|
|
2024
Q4 | $1.36M | Sell |
9,761
-299
| -3% | -$41.6K | ﹤0.01% | 1375 |
|
|
2024
Q3 | $1.4M | Sell |
10,060
-68,531
| -87% | -$9.51M | ﹤0.01% | 1227 |
|
|
2024
Q2 | $9.17M | Buy |
78,591
+69,526
| +767% | +$8.11M | 0.02% | 505 |
|
|
2024
Q1 | $1.08M | Sell |
9,065
-41,545
| -82% | -$4.94M | ﹤0.01% | 1208 |
|
|
2023
Q4 | $5.87M | Buy |
50,610
+39,009
| +336% | +$4.52M | 0.02% | 569 |
|
|
2023
Q3 | $1.23M | Buy |
+11,601
| New | +$1.23M | ﹤0.01% | 1017 |
|
|
2022
Q3 | – | Sell |
-39,220
| Closed | -$4.4M | – | 323 |
|
|
2022
Q2 | $4.4M | Buy |
+39,220
| New | +$4.4M | 0.06% | 141 |
|
|
2018
Q1 | – | Sell |
-10,271
| Closed | -$820K | – | 143 |
|
|
2017
Q4 | $820K | Buy |
+10,271
| New | +$820K | 0.06% | 119 |
|