Lyell 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 | $1.29M | Sell |
6,359
-368
| -5% | -$74.7K | 0.1% | 104 |
|
|
2025
Q1 | $1.43M | Sell |
6,727
-3,240
| -33% | -$688K | 0.13% | 104 |
|
|
2024
Q4 | $2.43M | Sell |
9,967
-2,684
| -21% | -$653K | 0.22% | 91 |
|
|
2024
Q3 | $2.01M | Sell |
12,651
-1,583
| -11% | -$251K | 0.18% | 98 |
|
|
2024
Q2 | $2.52M | Sell |
14,234
-10,569
| -43% | -$1.87M | 0.24% | 92 |
|
|
2024
Q1 | $4.84M | Buy |
24,803
+5,120
| +26% | +$999K | 0.49% | 69 |
|
|
2023
Q4 | $4.68M | Buy |
19,683
+1,276
| +7% | +$304K | 0.53% | 65 |
|
|
2023
Q3 | $3.71M | Buy |
18,407
+134
| +0.7% | +$27K | 0.5% | 66 |
|
|
2023
Q2 | $3.07M | Sell |
18,273
-823
| -4% | -$138K | 0.39% | 79 |
|
|
2023
Q1 | $3.27M | Sell |
19,096
-1,913
| -9% | -$327K | 0.46% | 73 |
|
|
2022
Q4 | $2.7M | Sell |
21,009
-450
| -2% | -$57.9K | 0.43% | 77 |
|
|
2022
Q3 | $4.52M | Buy |
21,459
+42
| +0.2% | +$8.85K | 0.77% | 49 |
|
|
2022
Q2 | $4.01M | Buy |
21,417
+125
| +0.6% | +$23.4K | 0.65% | 59 |
|
|
2022
Q1 | $6.26M | Sell |
21,292
-10,255
| -33% | -$3.01M | 0.81% | 41 |
|
|
2021
Q4 | $12M | Sell |
31,547
-687
| -2% | -$262K | 1.37% | 26 |
|
|
2021
Q3 | $12.6M | Sell |
32,234
-87
| -0.3% | -$34.1K | 1.53% | 21 |
|
|
2021
Q2 | $8.3M | Sell |
32,321
-2,613
| -7% | -$671K | 1.03% | 36 |
|
|
2021
Q1 | $7.36M | Sell |
34,934
-5,801
| -14% | -$1.22M | 1.07% | 34 |
|
|
2020
Q4 | $9.53M | Sell |
40,735
-153
| -0.4% | -$35.8K | 1.52% | 27 |
|
|
2020
Q3 | $7.43M | Buy |
40,888
+57
| +0.1% | +$10.4K | 1.39% | 28 |
|
|
2020
Q2 | $7.36M | Buy |
40,831
+1,939
| +5% | +$350K | 1.61% | 23 |
|
|
2020
Q1 | $5.34M | Buy |
38,892
+1,395
| +4% | +$191K | 1.6% | 25 |
|
|
2019
Q4 | $4.51M | Buy |
37,497
+1,013
| +3% | +$122K | 1.2% | 38 |
|
|
2019
Q3 | $4.58M | Buy |
36,484
+2,521
| +7% | +$316K | 1.38% | 32 |
|
|
2019
Q2 | $4.44M | Buy |
+33,963
| New | +$4.44M | 1.34% | 30 |
|