Corient Private Wealth
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Corient Private Wealth’s Atlassian TEAM Stock Holding History

Corient Private Wealth’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Sell
16,430
-774
-4% -$76.3K ﹤0.01% 1604
2025
Q4 		$2.79M Buy
17,204
+8,946
+108% +$1.4M ﹤0.01% 1352
2025
Q3 		$1.32M Sell
8,258
-3,641
-31% -$659K ﹤0.01% 1283
2025
Q2 		$2.42M Buy
11,899
+116
+1% +$24.2K ﹤0.01% 951
2025
Q1 		$2.5M Buy
11,783
+6,389
+118% +$1.69M ﹤0.01% 897
2024
Q4 		$1.31M Sell
5,394
-444
-8% -$102K ﹤0.01% 1189
2024
Q3 		$927K Buy
5,838
+481
+9% +$79.1K ﹤0.01% 1436
2024
Q2 		$948K Sell
5,357
-3,893
-42% -$696K ﹤0.01% 1349
2024
Q1 		$1.8M Buy
9,250
+40
+0.4% +$8.72K ﹤0.01% 1070
2023
Q4 		$2.19M Sell
9,210
-1,923
-17% -$378K ﹤0.01% 961
2023
Q3 		$2.25M Buy
11,133
+437
+4% +$83K 0.01% 867
2023
Q2 		$1.79M Buy
10,696
+61
+0.6% +$9.77K ﹤0.01% 934
2023
Q1 		$1.82M Buy
10,635
+7,820
+278% +$1.25M ﹤0.01% 873
2022
Q4 		$369K Buy
+2,815
New +$448K ﹤0.01% 1257

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