Whittier Trust’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 | $2.33M | Buy |
15,090
+33
| +0.2% | +$5.09K | 0.03% | 276 |
|
|
2025
Q1 | $2.33M | Sell |
15,057
-472
| -3% | -$73K | 0.03% | 260 |
|
|
2024
Q4 | $2.16M | Sell |
15,529
-221
| -1% | -$30.8K | 0.03% | 267 |
|
|
2024
Q3 | $2.18M | Buy |
15,750
+67
| +0.4% | +$9.29K | 0.03% | 267 |
|
|
2024
Q2 | $1.83M | Sell |
15,683
-3,486
| -18% | -$407K | 0.03% | 273 |
|
|
2024
Q1 | $2.28M | Buy |
19,169
+129
| +0.7% | +$15.3K | 0.03% | 255 |
|
|
2023
Q4 | $2.21M | Sell |
19,040
-172
| -0.9% | -$19.9K | 0.04% | 258 |
|
|
2023
Q3 | $2.04M | Buy |
19,212
+109
| +0.6% | +$11.5K | 0.04% | 271 |
|
|
2023
Q2 | $2.22M | Sell |
19,103
-294
| -2% | -$34.2K | 0.04% | 263 |
|
|
2023
Q1 | $2.18M | Sell |
19,397
-1,439
| -7% | -$162K | 0.04% | 262 |
|
|
2022
Q4 | $2.34M | Sell |
20,836
-278
| -1% | -$31.2K | 0.05% | 257 |
|
|
2022
Q3 | $2.15M | Sell |
21,114
-55
| -0.3% | -$5.6K | 0.05% | 253 |
|
|
2022
Q2 | $2.37M | Sell |
21,169
-322
| -1% | -$36.1K | 0.05% | 252 |
|
|
2022
Q1 | $2.57M | Sell |
21,491
-2,100
| -9% | -$251K | 0.04% | 254 |
|
|
2021
Q4 | $2.47M | Sell |
23,591
-713
| -3% | -$74.7K | 0.04% | 261 |
|
|
2021
Q3 | $2.14M | Sell |
24,304
-86
| -0.4% | -$7.58K | 0.04% | 265 |
|
|
2021
Q2 | $2.34M | Sell |
24,390
-1,390
| -5% | -$134K | 0.04% | 256 |
|
|
2021
Q1 | $2.55M | Sell |
25,780
-508
| -2% | -$50.2K | 0.05% | 243 |
|
|
2020
Q4 | $2.51M | Sell |
26,288
-948
| -3% | -$90.5K | 0.05% | 225 |
|
|
2020
Q3 | $2.6M | Sell |
27,236
-295
| -1% | -$28.2K | 0.06% | 209 |
|
|
2020
Q2 | $2.74M | Sell |
27,531
-9,406
| -25% | -$937K | 0.08% | 190 |
|
|
2020
Q1 | $3.67M | Sell |
36,937
-1,819
| -5% | -$180K | 0.12% | 159 |
|
|
2019
Q4 | $4.34M | Sell |
38,756
-2,206
| -5% | -$247K | 0.11% | 172 |
|
|
2019
Q3 | $4.67M | Sell |
40,962
-61
| -0.1% | -$6.95K | 0.13% | 157 |
|
|
2019
Q2 | $4.33M | Sell |
41,023
-680
| -2% | -$71.8K | 0.13% | 159 |
|
|
2019
Q1 | $4.29M | Sell |
41,703
-1,962
| -4% | -$202K | 0.13% | 157 |
|
|
2018
Q4 | $4.05M | Sell |
43,665
-4,891
| -10% | -$453K | 0.14% | 148 |
|
|
2018
Q3 | $4.56M | Sell |
48,556
-3,936
| -7% | -$370K | 0.14% | 148 |
|
|
2018
Q2 | $4.73M | Sell |
52,492
-1,362
| -3% | -$123K | 0.16% | 140 |
|
|
2018
Q1 | $4.54M | Buy |
53,854
+776
| +1% | +$65.4K | 0.15% | 147 |
|
|
2017
Q4 | $4.56M | Sell |
53,078
-16,565
| -24% | -$1.42M | 0.16% | 144 |
|
|
2017
Q3 | $5.84M | Sell |
69,643
-1,821
| -3% | -$153K | 0.21% | 124 |
|
|
2017
Q2 | $5.93M | Buy |
71,464
+265
| +0.4% | +$22K | 0.23% | 114 |
|
|
2017
Q1 | $5.62M | Sell |
71,199
-9,888
| -12% | -$781K | 0.23% | 115 |
|
|
2016
Q4 | $6.01M | Sell |
81,087
-2,848
| -3% | -$211K | 0.26% | 107 |
|
|
2016
Q3 | $6.25M | Sell |
83,935
-365
| -0.4% | -$27.2K | 0.27% | 104 |
|
|
2016
Q2 | $6.86M | Sell |
84,300
-5,554
| -6% | -$452K | 0.3% | 94 |
|
|
2016
Q1 | $6.67M | Sell |
89,854
-6,756
| -7% | -$502K | 0.3% | 97 |
|
|
2015
Q4 | $6.09M | Sell |
96,610
-3,878
| -4% | -$244K | 0.28% | 100 |
|
|
2015
Q3 | $5.85M | Sell |
100,488
-3,350
| -3% | -$195K | 0.28% | 97 |
|
|
2015
Q2 | $5.32M | Sell |
103,838
-5,665
| -5% | -$290K | 0.24% | 116 |
|
|
2015
Q1 | $6.05M | Buy |
109,503
+767
| +0.7% | +$42.4K | 0.28% | 102 |
|
|
2014
Q4 | $6.06M | Sell |
108,736
-3,261
| -3% | -$182K | 0.29% | 96 |
|
|
2014
Q3 | $5.34M | Buy |
111,997
+7,411
| +7% | +$353K | 0.26% | 109 |
|
|
2014
Q2 | $5.58M | Sell |
104,586
-6,143
| -6% | -$328K | 0.28% | 103 |
|
|
2014
Q1 | $5.22M | Buy |
110,729
+146
| +0.1% | +$6.88K | 0.27% | 106 |
|
|
2013
Q4 | $5.02M | Sell |
110,583
-825
| -0.7% | -$37.5K | 0.26% | 107 |
|
|
2013
Q3 | $4.75M | Buy |
111,408
+3,090
| +3% | +$132K | 0.26% | 105 |
|
|
2013
Q2 | $4.45M | Buy |
+108,318
| New | +$4.45M | 0.25% | 104 |
|