Geneos Wealth Management’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $683 | Hold |
10
| – | – | ﹤0.01% | 2444 |
|
|
2025
Q4 | $1.62K | Hold |
10
| – | – | ﹤0.01% | 2353 |
|
|
2025
Q3 | $1.6K | Sell |
10
-171
| -94% | -$30.9K | ﹤0.01% | 2354 |
|
|
2025
Q2 | $36.8K | Sell |
181
-256
| -59% | -$53.3K | ﹤0.01% | 1733 |
|
|
2025
Q1 | $92.7K | Buy |
437
+401
| +1,114% | +$106K | ﹤0.01% | 1606 |
|
|
2024
Q4 | $8.76K | Buy |
+36
| New | +$8.24K | ﹤0.01% | 2101 |
|
|
2022
Q4 | – | Sell |
-552
| Closed | -$116K | – | 2093 |
|
|
2022
Q3 | $116K | Sell |
552
-387
| -41% | -$90.4K | 0.01% | 759 |
|
|
2022
Q2 | $185K | Sell |
939
-100
| -10% | -$21.3K | 0.01% | 772 |
|
|
2022
Q1 | $305K | Sell |
1,039
-328
| -24% | -$98K | 0.01% | 665 |
|
|
2021
Q4 | $521K | Buy |
1,367
+20
| +1% | +$8.04K | 0.02% | 565 |
|
|
2021
Q3 | $528K | Sell |
1,347
-128
| -9% | -$42.7K | 0.02% | 549 |
|
|
2021
Q2 | $387K | Sell |
1,475
-489
| -25% | -$114K | 0.02% | 630 |
|
|
2021
Q1 | $466K | Buy |
1,964
+183
| +10% | +$42.6K | 0.01% | 653 |
|
|
2020
Q4 | $298K | Sell |
1,781
-66
| -4% | -$13.9K | 0.01% | 687 |
|
|
2020
Q3 | $334K | Sell |
1,847
-75
| -4% | -$13.4K | 0.02% | 530 |
|
|
2020
Q2 | $347K | Sell |
1,922
-195
| -9% | -$32.4K | 0.02% | 503 |
|
|
2020
Q1 | $301K | Buy |
2,117
+715
| +51% | +$100K | 0.02% | 495 |
|
|
2019
Q4 | $169K | Sell |
1,402
-100
| -7% | -$12.2K | 0.01% | 754 |
|
|
2019
Q3 | $184K | Buy |
1,502
+60
| +4% | +$8.17K | 0.01% | 686 |
|
|
2019
Q2 | $188K | Buy |
+1,442
| New | +$174K | 0.01% | 691 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$8K | – | 2134 |
|
|
2017
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 1574 |
|
|
2016
Q4 | $7K | Buy |
+300
| New | +$8.11K | ﹤0.01% | 1547 |
|
Other funds holding TEAM
VPM
VCM
