Pinnacle Wealth Planning Services’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-977
| Closed | -$238K | – | 428 |
|
|
2024
Q4 | $238K | Buy |
+977
| New | +$238K | 0.04% | 315 |
|
|
2024
Q3 | – | Sell |
-2,867
| Closed | -$507K | – | 559 |
|
|
2024
Q2 | $507K | Sell |
2,867
-111
| -4% | -$19.6K | 0.07% | 177 |
|
|
2024
Q1 | $581K | Buy |
2,978
+49
| +2% | +$9.56K | 0.09% | 158 |
|
|
2023
Q4 | $697K | Buy |
2,929
+102
| +4% | +$24.3K | 0.11% | 123 |
|
|
2023
Q3 | $570K | Buy |
2,827
+266
| +10% | +$53.6K | 0.09% | 141 |
|
|
2023
Q2 | $430K | Sell |
2,561
-330
| -11% | -$55.4K | 0.07% | 194 |
|
|
2023
Q1 | $495K | Buy |
+2,891
| New | +$495K | 0.08% | 176 |
|
|
2022
Q4 | – | Sell |
-1,766
| Closed | -$372K | – | 483 |
|
|
2022
Q3 | $372K | Buy |
1,766
+417
| +31% | +$87.8K | 0.07% | 189 |
|
|
2022
Q2 | $253K | Buy |
1,349
+306
| +29% | +$57.4K | 0.05% | 281 |
|
|
2022
Q1 | $306K | Sell |
1,043
-267
| -20% | -$78.3K | 0.06% | 266 |
|
|
2021
Q4 | $500K | Buy |
1,310
+149
| +13% | +$56.9K | 0.1% | 152 |
|
|
2021
Q3 | $454K | Buy |
1,161
+313
| +37% | +$122K | 0.1% | 158 |
|
|
2021
Q2 | $218K | Buy |
+848
| New | +$218K | 0.05% | 295 |
|
|
2021
Q1 | – | Sell |
-380
| Closed | -$89K | – | 1758 |
|
|
2020
Q4 | $89K | Buy |
+380
| New | +$89K | 0.02% | 525 |
|