Loring Wolcott & Coolidge Fiduciary Advisors’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Sell |
60
-165
| -73% | -$33.5K | ﹤0.01% | 475 |
|
|
2025
Q1 | $46.9K | Hold |
225
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $60.3K | Buy |
225
+14
| +7% | +$3.75K | ﹤0.01% | 380 |
|
|
2024
Q3 | $40K | Sell |
211
-556
| -72% | -$105K | ﹤0.01% | 410 |
|
|
2024
Q2 | $140K | Buy |
767
+155
| +25% | +$28.4K | ﹤0.01% | 306 |
|
|
2024
Q1 | $119K | Hold |
612
| – | – | ﹤0.01% | 316 |
|
|
2023
Q4 | $153K | Hold |
612
| – | – | ﹤0.01% | 301 |
|
|
2023
Q3 | $111K | Buy |
612
+22
| +4% | +$3.99K | ﹤0.01% | 342 |
|
|
2023
Q2 | $99K | Buy |
590
+29
| +5% | +$4.87K | ﹤0.01% | 370 |
|
|
2023
Q1 | $96K | Hold |
561
| – | – | ﹤0.01% | 347 |
|
|
2022
Q4 | $72.2K | Buy |
561
+104
| +23% | +$13.4K | ﹤0.01% | 370 |
|
|
2022
Q3 | $96K | Hold |
457
| – | – | ﹤0.01% | 353 |
|
|
2022
Q2 | $86K | Sell |
457
-19
| -4% | -$3.58K | ﹤0.01% | 374 |
|
|
2022
Q1 | $140K | Sell |
476
-13
| -3% | -$3.82K | ﹤0.01% | 340 |
|
|
2021
Q4 | $186K | Hold |
489
| – | – | ﹤0.01% | 324 |
|
|
2021
Q3 | $191K | Buy |
489
+11
| +2% | +$4.3K | ﹤0.01% | 315 |
|
|
2021
Q2 | $123K | Buy |
+478
| New | +$123K | ﹤0.01% | 375 |
|
|
2021
Q1 | – | Sell |
-465
| Closed | -$109K | – | 658 |
|
|
2020
Q4 | $109K | Buy |
465
+75
| +19% | +$17.6K | ﹤0.01% | 341 |
|
|
2020
Q3 | $71K | Hold |
390
| – | – | ﹤0.01% | 360 |
|
|
2020
Q2 | $70K | Hold |
390
| – | – | ﹤0.01% | 350 |
|
|
2020
Q1 | $54K | Hold |
390
| – | – | ﹤0.01% | 367 |
|
|
2019
Q4 | $47K | Hold |
390
| – | – | ﹤0.01% | 423 |
|
|
2019
Q3 | $49K | Buy |
390
+75
| +24% | +$9.42K | ﹤0.01% | 411 |
|
|
2019
Q2 | $41K | Buy |
+315
| New | +$41K | ﹤0.01% | 419 |
|