Montag & Associates’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52K | Sell |
7
-17
| -71% | -$3.69K | ﹤0.01% | 874 |
|
|
2025
Q1 | $5.02K | Hold |
24
| – | – | ﹤0.01% | 843 |
|
|
2024
Q4 | $5.75K | Buy |
24
+9
| +60% | +$2.16K | ﹤0.01% | 830 |
|
|
2024
Q3 | $2.38K | Hold |
15
| – | – | ﹤0.01% | 906 |
|
|
2024
Q2 | $2.65K | Hold |
15
| – | – | ﹤0.01% | 857 |
|
|
2024
Q1 | $2.93K | Hold |
15
| – | – | ﹤0.01% | 848 |
|
|
2023
Q4 | $3.57K | Hold |
15
| – | – | ﹤0.01% | 842 |
|
|
2023
Q3 | $3.02K | Hold |
15
| – | – | ﹤0.01% | 827 |
|
|
2023
Q2 | $2.52K | Hold |
15
| – | – | ﹤0.01% | 848 |
|
|
2023
Q1 | $2.57K | Sell |
15
-135
| -90% | -$23.1K | ﹤0.01% | 849 |
|
|
2022
Q4 | $19.3K | Sell |
150
-68
| -31% | -$8.75K | ﹤0.01% | 664 |
|
|
2022
Q3 | $46K | Buy |
218
+135
| +163% | +$28.5K | ﹤0.01% | 549 |
|
|
2022
Q2 | $16K | Sell |
83
-207
| -71% | -$39.9K | ﹤0.01% | 659 |
|
|
2022
Q1 | $85K | Hold |
290
| – | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $111K | Hold |
290
| – | – | 0.01% | 458 |
|
|
2021
Q3 | $114K | Buy |
+290
| New | +$114K | 0.01% | 448 |
|
|
2021
Q2 | – | Sell |
-432
| Closed | -$91K | – | 889 |
|
|
2021
Q1 | $91K | Sell |
432
-345
| -44% | -$72.7K | 0.01% | 483 |
|
|
2020
Q4 | $182K | Buy |
+777
| New | +$182K | 0.01% | 375 |
|