Wealthspire Advisors (New York)’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 | $1.46M | Buy |
9,504
+91
| +1% | +$14K | 0.01% | 327 |
|
|
2025
Q1 | $1.46M | Buy |
9,413
+14
| +0.1% | +$2.16K | 0.01% | 321 |
|
|
2024
Q4 | $1.31M | Buy |
9,399
+30
| +0.3% | +$4.18K | 0.01% | 319 |
|
|
2024
Q3 | $1.3M | Sell |
9,369
-1,392
| -13% | -$193K | 0.01% | 327 |
|
|
2024
Q2 | $1.26M | Hold |
10,761
| – | – | 0.02% | 277 |
|
|
2024
Q1 | $1.28M | Sell |
10,761
-900
| -8% | -$107K | 0.02% | 275 |
|
|
2023
Q4 | $1.35M | Sell |
11,661
-259
| -2% | -$30K | 0.02% | 261 |
|
|
2023
Q3 | $1.26M | Sell |
11,920
-1,200
| -9% | -$127K | 0.02% | 244 |
|
|
2023
Q2 | $1.53M | Sell |
13,120
-4
| -0% | -$465 | 0.02% | 183 |
|
|
2023
Q1 | $1.47M | Sell |
13,124
-111
| -0.8% | -$12.5K | 0.03% | 189 |
|
|
2022
Q4 | $1.48M | Buy |
13,235
+315
| +2% | +$35.3K | 0.03% | 191 |
|
|
2022
Q3 | $1.32M | Sell |
12,920
-127
| -1% | -$12.9K | 0.03% | 188 |
|
|
2022
Q2 | $1.46M | Buy |
+13,047
| New | +$1.46M | 0.03% | 168 |
|