LWAM
Legacy Wealth Asset Management’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Buy |
3,048
+50
| +2% | +$10.2K | 0.16% | 206 |
|
|
2025
Q1 | $636K | Sell |
2,998
-169
| -5% | -$35.9K | 0.18% | 190 |
|
|
2024
Q4 | $771K | Sell |
3,167
-261
| -8% | -$63.5K | 0.21% | 130 |
|
|
2024
Q3 | $544K | Buy |
3,428
+70
| +2% | +$11.1K | 0.15% | 228 |
|
|
2024
Q2 | $594K | Buy |
3,358
+4
| +0.1% | +$708 | 0.17% | 193 |
|
|
2024
Q1 | $654K | Buy |
3,354
+259
| +8% | +$50.5K | 0.18% | 165 |
|
|
2023
Q4 | $736K | Buy |
3,095
+43
| +1% | +$10.2K | 0.24% | 128 |
|
|
2023
Q3 | $615K | Sell |
3,052
-7,204
| -70% | -$1.45M | 0.23% | 148 |
|
|
2023
Q2 | $1.72M | Buy |
10,256
+12
| +0.1% | +$2.01K | 0.6% | 38 |
|
|
2023
Q1 | $1.75M | Buy |
10,244
+50
| +0.5% | +$8.56K | 0.63% | 32 |
|
|
2022
Q4 | $1.31M | Buy |
+10,194
| New | +$1.31M | 0.5% | 53 |
|
|
2022
Q3 | – | Sell |
-3,095
| Closed | -$580K | – | 363 |
|
|
2022
Q2 | $580K | Buy |
3,095
+54
| +2% | +$10.1K | 0.24% | 154 |
|
|
2022
Q1 | $894K | Buy |
3,041
+477
| +19% | +$140K | 0.32% | 125 |
|
|
2021
Q4 | $978K | Buy |
2,564
+983
| +62% | +$375K | 0.33% | 114 |
|
|
2021
Q3 | $619K | Buy |
+1,581
| New | +$619K | 0.28% | 140 |
|