Mount Yale Investment Advisors’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,437
| Closed | -$901K | – | 1507 |
|
|
2025
Q2 | $901K | Sell |
4,437
-31
| -0.7% | -$6.46K | 0.07% | 225 |
|
|
2025
Q1 | $948K | Sell |
4,468
-2,118
| -32% | -$559K | 0.08% | 203 |
|
|
2024
Q4 | $1.6M | Sell |
6,586
-324
| -5% | -$74.2K | 0.13% | 144 |
|
|
2024
Q3 | $1.1M | Sell |
6,910
-5,653
| -45% | -$930K | 0.11% | 182 |
|
|
2024
Q2 | $2.22M | Sell |
12,563
-4,307
| -26% | -$770K | 0.18% | 113 |
|
|
2024
Q1 | $3.29M | Sell |
16,870
-476
| -3% | -$104K | 0.25% | 85 |
|
|
2023
Q4 | $4.13M | Buy |
17,346
+2,714
| +19% | +$533K | 0.39% | 58 |
|
|
2023
Q3 | $2.95M | Sell |
14,632
-304
| -2% | -$57.7K | 0.32% | 71 |
|
|
2023
Q2 | $2.51M | Buy |
14,936
+8
| +0.1% | +$1.28K | 0.27% | 88 |
|
|
2023
Q1 | $2.56M | Buy |
14,928
+10,765
| +259% | +$1.72M | 0.29% | 84 |
|
|
2022
Q4 | $536K | Sell |
4,163
-7,061
| -63% | -$1.12M | 0.06% | 273 |
|
|
2022
Q3 | $2.36M | Buy |
11,224
+3,266
| +41% | +$763K | 0.31% | 76 |
|
|
2022
Q2 | $1.49M | Sell |
7,958
-1,687
| -17% | -$360K | 0.19% | 122 |
|
|
2022
Q1 | $2.83M | Sell |
9,645
-140
| -1% | -$41.8K | 0.31% | 71 |
|
|
2021
Q4 | $3.73M | Sell |
9,785
-2,645
| -21% | -$1.06M | 0.39% | 62 |
|
|
2021
Q3 | $4.87M | Buy |
12,430
+5,865
| +89% | +$1.96M | 0.56% | 45 |
|
|
2021
Q2 | $1.69M | Sell |
6,565
-20
| -0.3% | -$4.68K | 0.2% | 106 |
|
|
2021
Q1 | $1.39M | Sell |
6,585
-380
| -5% | -$88.4K | 0.18% | 117 |
|
|
2020
Q4 | $1.63M | Sell |
6,965
-190
| -3% | -$40.2K | 0.23% | 101 |
|
|
2020
Q3 | $1.3M | Buy |
7,155
+4,540
| +174% | +$810K | 0.21% | 116 |
|
|
2020
Q2 | $471K | Buy |
+2,615
| New | +$434K | 0.08% | 234 |
|
Other funds holding TEAM
