Pinnacle Wealth Planning Services’s Atlassian TEAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.59K	Sell	38 -370	-91%	-$36.5K	﹤0.01%	2404
2025 Q4	$66.2K	Buy	+408	New	+$64K	0.01%	1016
2025 Q1	–	Sell	-977	Closed	-$238K	–	428
2024 Q4	$238K	Buy	+977	New	+$224K	0.04%	315
2024 Q3	–	Sell	-2,867	Closed	-$507K	–	559
2024 Q2	$507K	Sell	2,867 -111	-4%	-$19.8K	0.07%	177
2024 Q1	$581K	Buy	2,978 +49	+2%	+$10.7K	0.09%	158
2023 Q4	$697K	Buy	2,929 +102	+4%	+$20K	0.11%	123
2023 Q3	$570K	Buy	2,827 +266	+10%	+$50.5K	0.09%	141
2023 Q2	$430K	Sell	2,561 -330	-11%	-$52.8K	0.07%	194
2023 Q1	$495K	Buy	+2,891	New	+$461K	0.08%	176
2022 Q4	–	Sell	-1,766	Closed	-$372K	–	489
2022 Q3	$372K	Buy	1,766 +417	+31%	+$97.4K	0.07%	190
2022 Q2	$253K	Buy	1,349 +306	+29%	+$65.3K	0.05%	281
2022 Q1	$306K	Sell	1,043 -267	-20%	-$79.8K	0.06%	268
2021 Q4	$500K	Buy	1,310 +149	+13%	+$59.9K	0.1%	154
2021 Q3	$454K	Buy	1,161 +313	+37%	+$105K	0.1%	159
2021 Q2	$218K	Buy	+848	New	+$199K	0.05%	302
2021 Q1	–	Sell	-380	Closed	-$89K	–	1766
2020 Q4	$89K	Buy	+380	New	+$80.3K	0.02%	527