Whipplewood Advisors’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
$4.62K Sell
30
-78
-72% -$12K ﹤0.01% 713
2025
Q1
$4.64K Buy
108
+78
+260% +$3.35K ﹤0.01% 718
2024
Q4
$4.18K Buy
+30
New +$4.18K ﹤0.01% 730