Geneos 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
$36.8K Sell
181
-256
-59% -$52K ﹤0.01% 1733
2025
Q1
$92.7K Buy
437
+401
+1,114% +$85.1K ﹤0.01% 1606
2024
Q4
$8.76K Buy
+36
New +$8.76K ﹤0.01% 2101
2022
Q4
Sell
-552
Closed -$116K 2092
2022
Q3
$116K Sell
552
-387
-41% -$81.3K 0.01% 759
2022
Q2
$185K Sell
939
-100
-10% -$19.7K 0.01% 772
2022
Q1
$305K Sell
1,039
-328
-24% -$96.3K 0.01% 665
2021
Q4
$521K Buy
1,367
+20
+1% +$7.62K 0.02% 565
2021
Q3
$528K Sell
1,347
-128
-9% -$50.2K 0.02% 549
2021
Q2
$387K Sell
1,475
-489
-25% -$128K 0.02% 630
2021
Q1
$466K Buy
1,964
+183
+10% +$43.4K 0.01% 653
2020
Q4
$298K Sell
1,781
-66
-4% -$11K 0.01% 687
2020
Q3
$334K Sell
1,847
-75
-4% -$13.6K 0.02% 530
2020
Q2
$347K Sell
1,922
-195
-9% -$35.2K 0.02% 503
2020
Q1
$301K Buy
2,117
+715
+51% +$102K 0.02% 495
2019
Q4
$169K Sell
1,402
-100
-7% -$12.1K 0.01% 754
2019
Q3
$184K Buy
1,502
+60
+4% +$7.35K 0.01% 686
2019
Q2
$188K Buy
+1,442
New +$188K 0.01% 691
2017
Q2
Sell
-300
Closed -$8K 2134
2017
Q1
$8K Hold
300
﹤0.01% 1575
2016
Q4
$7K Buy
+300
New +$7K ﹤0.01% 1547