Circle Wealth Management’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
5,481
-1,755
| -24% | -$356K | 0.02% | 105 |
|
|
2025
Q1 | $1.54M | Buy |
7,236
+671
| +10% | +$142K | 0.04% | 91 |
|
|
2024
Q4 | $1.6M | Buy |
6,565
+1,863
| +40% | +$453K | 0.03% | 84 |
|
|
2024
Q3 | $747K | Buy |
4,702
+2,447
| +109% | +$389K | 0.02% | 139 |
|
|
2024
Q2 | $399K | Buy |
+2,255
| New | +$399K | 0.01% | 178 |
|
|
2021
Q1 | – | Sell |
-2,144
| Closed | -$501K | – | 213 |
|
|
2020
Q4 | $501K | Hold |
2,144
| – | – | 0.07% | 144 |
|
|
2020
Q3 | $390K | Hold |
2,144
| – | – | 0.06% | 132 |
|
|
2020
Q2 | $386K | Buy |
2,144
+72
| +3% | +$13K | 0.07% | 131 |
|
|
2020
Q1 | $284K | Buy |
2,072
+72
| +4% | +$9.87K | 0.06% | 148 |
|
|
2019
Q4 | $241K | Hold |
2,000
| – | – | 0.04% | 158 |
|
|
2019
Q3 | $251K | Hold |
2,000
| – | – | 0.05% | 142 |
|
|
2019
Q2 | $262K | Sell |
2,000
-1,225
| -38% | -$160K | 0.06% | 132 |
|
|
2019
Q1 | $362K | Buy |
+3,225
| New | +$362K | 0.08% | 113 |
|