CAPTRUST Financial Advisors’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.84M | Buy |
14,002
+156
| +1% | +$31.7K | 0.01% | 820 |
|
2025
Q1 | $2.94M | Buy |
13,846
+859
| +7% | +$182K | 0.01% | 753 |
|
2024
Q4 | $3.16M | Sell |
12,987
-86
| -0.7% | -$20.9K | 0.01% | 690 |
|
2024
Q3 | $2.08M | Sell |
13,073
-7,693
| -37% | -$1.22M | 0.01% | 841 |
|
2024
Q2 | $3.67M | Sell |
20,766
-1,559
| -7% | -$276K | 0.01% | 589 |
|
2024
Q1 | $4.36M | Buy |
22,325
+3,381
| +18% | +$660K | 0.02% | 536 |
|
2023
Q4 | $4.51M | Buy |
18,944
+3,065
| +19% | +$729K | 0.02% | 591 |
|
2023
Q3 | $3.2M | Buy |
15,879
+6,322
| +66% | +$1.27M | 0.01% | 674 |
|
2023
Q2 | $1.6M | Buy |
9,557
+406
| +4% | +$68.1K | 0.01% | 925 |
|
2023
Q1 | $1.57M | Sell |
9,151
-767
| -8% | -$131K | 0.01% | 831 |
|
2022
Q4 | $1.28M | Buy |
9,918
+1,064
| +12% | +$137K | 0.01% | 872 |
|
2022
Q3 | $1.87M | Buy |
8,854
+2,145
| +32% | +$452K | 0.01% | 696 |
|
2022
Q2 | $1.26M | Buy |
6,709
+588
| +10% | +$110K | 0.01% | 741 |
|
2022
Q1 | $1.8M | Buy |
6,121
+1,423
| +30% | +$418K | 0.01% | 628 |
|
2021
Q4 | $1.79M | Sell |
4,698
-331
| -7% | -$126K | 0.01% | 592 |
|
2021
Q3 | $1.97M | Buy |
5,029
+2,769
| +123% | +$1.08M | 0.02% | 526 |
|
2021
Q2 | $581K | Buy |
2,260
+465
| +26% | +$120K | 0.01% | 931 |
|
2021
Q1 | $378K | Buy |
1,795
+23
| +1% | +$4.84K | ﹤0.01% | 1096 |
|
2020
Q4 | $414K | Buy |
1,772
+168
| +10% | +$39.3K | 0.01% | 906 |
|
2020
Q3 | $298K | Buy |
1,604
+63
| +4% | +$11.7K | ﹤0.01% | 880 |
|
2020
Q2 | $286K | Sell |
1,541
-430
| -22% | -$79.8K | ﹤0.01% | 885 |
|
2020
Q1 | $264K | Buy |
1,971
+221
| +13% | +$29.6K | 0.01% | 763 |
|
2019
Q4 | $215K | Buy |
1,750
+1,450
| +483% | +$178K | ﹤0.01% | 956 |
|
2019
Q3 | $38K | Hold |
300
| – | – | ﹤0.01% | 1087 |
|
2019
Q2 | $39K | Buy |
300
+210
| +233% | +$27.3K | ﹤0.01% | 1067 |
|
2019
Q1 | $10K | Buy |
90
+50
| +125% | +$5.56K | ﹤0.01% | 1391 |
|
2018
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 1395 |
|
2018
Q3 | – | Sell |
-40
| Closed | -$3K | – | 1700 |
|
2018
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 1382 |
|