Carson Wealth (CWM LLC)’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
26,421
+1,284
| +5% | +$261K | 0.02% | 562 |
|
|
2025
Q1 | $5.33M | Buy |
25,137
+13,248
| +111% | +$2.81M | 0.02% | 513 |
|
|
2024
Q4 | $2.89M | Buy |
11,889
+4,014
| +51% | +$977K | 0.01% | 646 |
|
|
2024
Q3 | $1.25M | Buy |
7,875
+5,750
| +271% | +$913K | 0.01% | 903 |
|
|
2024
Q2 | $376K | Buy |
2,125
+19
| +0.9% | +$3.36K | ﹤0.01% | 1298 |
|
|
2024
Q1 | $411K | Buy |
2,106
+82
| +4% | +$16K | ﹤0.01% | 1207 |
|
|
2023
Q4 | $481K | Sell |
2,024
-4
| -0.2% | -$951 | ﹤0.01% | 1074 |
|
|
2023
Q3 | $409K | Buy |
2,028
+771
| +61% | +$155K | ﹤0.01% | 1043 |
|
|
2023
Q2 | $211K | Buy |
1,257
+539
| +75% | +$90.5K | ﹤0.01% | 1225 |
|
|
2023
Q1 | $123K | Sell |
718
-36
| -5% | -$6.17K | ﹤0.01% | 1385 |
|
|
2022
Q4 | $97K | Sell |
754
-155
| -17% | -$19.9K | ﹤0.01% | 1394 |
|
|
2022
Q3 | $191K | Buy |
909
+490
| +117% | +$103K | ﹤0.01% | 1074 |
|
|
2022
Q2 | $79K | Buy |
419
+75
| +22% | +$14.1K | ﹤0.01% | 1412 |
|
|
2022
Q1 | $101K | Buy |
344
+251
| +270% | +$73.7K | ﹤0.01% | 1320 |
|
|
2021
Q4 | $35K | Buy |
+93
| New | +$35K | ﹤0.01% | 1723 |
|
|
2021
Q2 | $14K | Hold |
54
| – | – | ﹤0.01% | 1962 |
|
|
2021
Q1 | $14K | Hold |
54
| – | – | ﹤0.01% | 1962 |
|
|
2020
Q4 | $14K | Hold |
54
| – | – | ﹤0.01% | 1962 |
|
|
2020
Q3 | $14K | Hold |
54
| – | – | ﹤0.01% | 1962 |
|
|
2020
Q2 | $14K | Hold |
54
| – | – | ﹤0.01% | 1962 |
|
|
2020
Q1 | $14K | Hold |
54
| – | – | ﹤0.01% | 1962 |
|
|
2019
Q4 | $14K | Hold |
54
| – | – | ﹤0.01% | 1962 |
|
|
2019
Q3 | $14K | Hold |
54
| – | – | ﹤0.01% | 1962 |
|
|
2019
Q2 | $14K | Hold |
54
| – | – | ﹤0.01% | 1962 |
|
|
2019
Q1 | $14K | Buy |
54
+47
| +671% | +$12.2K | ﹤0.01% | 1962 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1987 |
|