EP Wealth Advisors’s Atlassian TEAM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
6,953
+4,312
+163% +$876K 0.01% 490
2025
Q1
$561K Buy
2,641
+71
+3% +$15.1K ﹤0.01% 666
2024
Q4
$625K Sell
2,570
-522
-17% -$127K 0.01% 625
2024
Q3
$491K Buy
+3,092
New +$491K ﹤0.01% 700
2022
Q3
Sell
-1,776
Closed -$333K 613
2022
Q2
$333K Buy
+1,776
New +$333K 0.01% 458