GeoWealth 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 | $44.9K | Buy |
221
+35
| +19% | +$7.11K | ﹤0.01% | 958 |
|
2025
Q1 | $39.5K | Buy |
186
+6
| +3% | +$1.27K | ﹤0.01% | 918 |
|
2024
Q4 | $43.8K | Buy |
180
+38
| +27% | +$9.25K | ﹤0.01% | 1202 |
|
2024
Q3 | $22.6K | Buy |
+142
| New | +$22.6K | ﹤0.01% | 1260 |
|
2024
Q2 | – | Sell |
-1,081
| Closed | -$211K | – | 946 |
|
2024
Q1 | $211K | Buy |
+1,081
| New | +$211K | 0.01% | 671 |
|