Carson Wealth (CWM LLC)’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.7M | Sell |
98,230
-85,796
| -47% | -$8.45M | 0.02% | 696 |
|
|
2025
Q4 | $29.8M | Buy |
184,026
+139,811
| +316% | +$21.9M | 0.08% | 218 |
|
|
2025
Q3 | $7.06M | Buy |
44,215
+17,794
| +67% | +$3.22M | 0.02% | 593 |
|
|
2025
Q2 | $5.37M | Buy |
26,421
+1,284
| +5% | +$267K | 0.02% | 562 |
|
|
2025
Q1 | $5.33M | Buy |
25,137
+13,248
| +111% | +$3.5M | 0.02% | 513 |
|
|
2024
Q4 | $2.89M | Buy |
11,889
+4,014
| +51% | +$919K | 0.01% | 646 |
|
|
2024
Q3 | $1.25M | Buy |
7,875
+5,750
| +271% | +$946K | 0.01% | 904 |
|
|
2024
Q2 | $376K | Buy |
2,125
+19
| +0.9% | +$3.4K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $411K | Buy |
2,106
+82
| +4% | +$17.9K | ﹤0.01% | 1208 |
|
|
2023
Q4 | $481K | Sell |
2,024
-4
| -0.2% | -$785 | ﹤0.01% | 1076 |
|
|
2023
Q3 | $409K | Buy |
2,028
+771
| +61% | +$146K | ﹤0.01% | 1046 |
|
|
2023
Q2 | $211K | Buy |
1,257
+539
| +75% | +$86.3K | ﹤0.01% | 1227 |
|
|
2023
Q1 | $123K | Sell |
718
-36
| -5% | -$5.74K | ﹤0.01% | 1388 |
|
|
2022
Q4 | $97K | Sell |
754
-155
| -17% | -$24.7K | ﹤0.01% | 1396 |
|
|
2022
Q3 | $191K | Buy |
909
+490
| +117% | +$114K | ﹤0.01% | 1076 |
|
|
2022
Q2 | $79K | Buy |
419
+75
| +22% | +$16K | ﹤0.01% | 1414 |
|
|
2022
Q1 | $101K | Buy |
344
+251
| +270% | +$75K | ﹤0.01% | 1322 |
|
|
2021
Q4 | $35K | Buy |
+93
| New | +$37.4K | ﹤0.01% | 1725 |
|
|
2021
Q2 | $14K | Hold |
54
| – | – | ﹤0.01% | 1966 |
|
|
2021
Q1 | $14K | Hold |
54
| – | – | ﹤0.01% | 1966 |
|
|
2020
Q4 | $14K | Hold |
54
| – | – | ﹤0.01% | 1966 |
|
|
2020
Q3 | $14K | Hold |
54
| – | – | ﹤0.01% | 1966 |
|
|
2020
Q2 | $14K | Hold |
54
| – | – | ﹤0.01% | 1966 |
|
|
2020
Q1 | $14K | Hold |
54
| – | – | ﹤0.01% | 1966 |
|
|
2019
Q4 | $14K | Hold |
54
| – | – | ﹤0.01% | 1966 |
|
|
2019
Q3 | $14K | Hold |
54
| – | – | ﹤0.01% | 1965 |
|
|
2019
Q2 | $14K | Hold |
54
| – | – | ﹤0.01% | 1965 |
|
|
2019
Q1 | $14K | Buy |
54
+47
| +671% | +$4.8K | ﹤0.01% | 1964 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$555 | ﹤0.01% | 1993 |
|
Other funds holding TEAM
VPM
VCM
