Allworth Financial’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
2,600
+1,059
| +69% | +$215K | ﹤0.01% | 822 |
|
|
2025
Q1 | $347K | Sell |
1,541
-7
| -0.5% | -$1.58K | ﹤0.01% | 778 |
|
|
2024
Q4 | $404K | Buy |
1,548
+47
| +3% | +$12.3K | ﹤0.01% | 739 |
|
|
2024
Q3 | $238K | Buy |
1,501
+16
| +1% | +$2.54K | ﹤0.01% | 765 |
|
|
2024
Q2 | $262K | Buy |
1,485
+1,281
| +628% | +$226K | ﹤0.01% | 730 |
|
|
2024
Q1 | $39.8K | Buy |
204
+31
| +18% | +$6.05K | ﹤0.01% | 1400 |
|
|
2023
Q4 | $41.2K | Sell |
173
-8
| -4% | -$1.9K | ﹤0.01% | 1271 |
|
|
2023
Q3 | $36.5K | Buy |
181
+1
| +0.6% | +$202 | ﹤0.01% | 1236 |
|
|
2023
Q2 | $30.2K | Sell |
180
-46
| -20% | -$7.72K | ﹤0.01% | 1317 |
|
|
2023
Q1 | $38.7K | Buy |
226
+217
| +2,411% | +$37.1K | ﹤0.01% | 1169 |
|
|
2022
Q4 | $1.16K | Sell |
9
-37
| -80% | -$4.76K | ﹤0.01% | 2423 |
|
|
2022
Q3 | $10K | Buy |
46
+5
| +12% | +$1.09K | ﹤0.01% | 1678 |
|
|
2022
Q2 | $8K | Buy |
+41
| New | +$8K | ﹤0.01% | 1649 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$2K | – | 1615 |
|
|
2020
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1203 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 1324 |
|
|
2019
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1107 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$13K | – | 1017 |
|
|
2019
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 534 |
|
|
2019
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 565 |
|
|
2018
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 543 |
|
|
2018
Q3 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 565 |
|