WestEnd Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2
| Closed | -$277 | – | 348 |
|
|
2024
Q3 | $277 | Hold |
2
| – | – | ﹤0.01% | 253 |
|
|
2024
Q2 | $233 | Hold |
2
| – | – | ﹤0.01% | 247 |
|
|
2024
Q1 | $238 | Hold |
2
| – | – | ﹤0.01% | 234 |
|
|
2023
Q4 | $232 | Sell |
2
-2
| -50% | -$232 | ﹤0.01% | 222 |
|
|
2023
Q3 | $424 | Buy |
+4
| New | +$424 | ﹤0.01% | 170 |
|
|
2023
Q2 | – | Hold |
0
| – | -$337 | – | 64 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$336 | – | 183 |
|
|
2022
Q4 | $336 | Buy |
3
+1
| +50% | +$112 | ﹤0.01% | 179 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 151 |
|
|
2022
Q2 | $224 | Buy |
+2
| New | +$224 | ﹤0.01% | 201 |
|