Creative Planning’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.81M | Buy |
43,402
+29,783
| +219% | +$6.05M | 0.01% | 547 |
|
|
2025
Q1 | $2.89M | Buy |
13,619
+2,632
| +24% | +$559K | ﹤0.01% | 949 |
|
|
2024
Q4 | $2.67M | Buy |
10,987
+3,040
| +38% | +$740K | ﹤0.01% | 959 |
|
|
2024
Q3 | $1.26M | Buy |
7,947
+1,941
| +32% | +$308K | ﹤0.01% | 1343 |
|
|
2024
Q2 | $1.06M | Sell |
6,006
-53
| -0.9% | -$9.37K | ﹤0.01% | 1357 |
|
|
2024
Q1 | $1.18M | Buy |
6,059
+356
| +6% | +$69.5K | ﹤0.01% | 1224 |
|
|
2023
Q4 | $1.36M | Buy |
5,703
+533
| +10% | +$127K | ﹤0.01% | 1085 |
|
|
2023
Q3 | $1.04M | Buy |
5,170
+566
| +12% | +$114K | ﹤0.01% | 1138 |
|
|
2023
Q2 | $773K | Sell |
4,604
-1,400
| -23% | -$235K | ﹤0.01% | 1264 |
|
|
2023
Q1 | $1.03M | Buy |
6,004
+1,597
| +36% | +$273K | ﹤0.01% | 1062 |
|
|
2022
Q4 | $567K | Buy |
4,407
+1,485
| +51% | +$191K | ﹤0.01% | 1356 |
|
|
2022
Q3 | $615K | Sell |
2,922
-1,122
| -28% | -$236K | ﹤0.01% | 1192 |
|
|
2022
Q2 | $758K | Sell |
4,044
-107
| -3% | -$20.1K | ﹤0.01% | 1086 |
|
|
2022
Q1 | $1.22M | Buy |
4,151
+731
| +21% | +$215K | ﹤0.01% | 898 |
|
|
2021
Q4 | $1.3M | Buy |
3,420
+74
| +2% | +$28.2K | ﹤0.01% | 838 |
|
|
2021
Q3 | $1.31M | Sell |
3,346
-710
| -18% | -$278K | ﹤0.01% | 829 |
|
|
2021
Q2 | $1.04M | Sell |
4,056
-410
| -9% | -$105K | ﹤0.01% | 916 |
|
|
2021
Q1 | $941K | Sell |
4,466
-1,098
| -20% | -$231K | ﹤0.01% | 1047 |
|
|
2020
Q4 | $1.3M | Buy |
5,564
+307
| +6% | +$71.8K | ﹤0.01% | 824 |
|
|
2020
Q3 | $956K | Buy |
5,257
+189
| +4% | +$34.4K | ﹤0.01% | 815 |
|
|
2020
Q2 | $914K | Buy |
5,068
+473
| +10% | +$85.3K | ﹤0.01% | 764 |
|
|
2020
Q1 | $631K | Sell |
4,595
-947
| -17% | -$130K | ﹤0.01% | 828 |
|
|
2019
Q4 | $667K | Buy |
5,542
+2,418
| +77% | +$291K | ﹤0.01% | 963 |
|
|
2019
Q3 | $392K | Buy |
3,124
+285
| +10% | +$35.8K | ﹤0.01% | 1204 |
|
|
2019
Q2 | $371K | Buy |
+2,839
| New | +$371K | ﹤0.01% | 1230 |
|
|
2019
Q1 | – | Sell |
-2,580
| Closed | -$230K | – | 1909 |
|
|
2018
Q4 | $230K | Buy |
2,580
+11
| +0.4% | +$981 | ﹤0.01% | 1389 |
|
|
2018
Q3 | $247K | Buy |
+2,569
| New | +$247K | ﹤0.01% | 1526 |
|
|
2017
Q3 | – | Sell |
-790
| Closed | -$28K | – | 3426 |
|
|
2017
Q2 | $28K | Buy |
790
+207
| +36% | +$7.34K | ﹤0.01% | 2913 |
|
|
2017
Q1 | $17K | Buy |
583
+100
| +21% | +$2.92K | ﹤0.01% | 3202 |
|
|
2016
Q4 | $12K | Buy |
483
+53
| +12% | +$1.32K | ﹤0.01% | 3383 |
|
|
2016
Q3 | $13K | Buy |
430
+80
| +23% | +$2.42K | ﹤0.01% | 3293 |
|
|
2016
Q2 | $9K | Hold |
350
| – | – | ﹤0.01% | 3277 |
|
|
2016
Q1 | $9K | Buy |
350
+250
| +250% | +$6.43K | ﹤0.01% | 3262 |
|
|
2015
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3847 |
|