SWM
Segment Wealth Management’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
1,285
-65
| -5% | -$13.2K | 0.02% | 258 |
|
|
2025
Q1 | $286K | Hold |
1,350
| – | – | 0.02% | 243 |
|
|
2024
Q4 | $329K | Sell |
1,350
-1,020
| -43% | -$248K | 0.02% | 215 |
|
|
2024
Q3 | $376K | Sell |
2,370
-1,615
| -41% | -$256K | 0.03% | 206 |
|
|
2024
Q2 | $705K | Sell |
3,985
-4,030
| -50% | -$713K | 0.05% | 165 |
|
|
2024
Q1 | $1.56M | Hold |
8,015
| – | – | 0.12% | 113 |
|
|
2023
Q4 | $1.91M | Buy |
8,015
+75
| +0.9% | +$17.8K | 0.17% | 91 |
|
|
2023
Q3 | $1.6M | Buy |
+7,940
| New | +$1.6M | 0.16% | 95 |
|
|
2022
Q2 | – | Sell |
-4,333
| Closed | -$1.27M | – | 250 |
|
|
2022
Q1 | $1.27M | Buy |
4,333
+178
| +4% | +$52.3K | 0.13% | 104 |
|
|
2021
Q4 | $1.58M | Buy |
4,155
+90
| +2% | +$34.3K | 0.17% | 99 |
|
|
2021
Q3 | $1.59M | Hold |
4,065
| – | – | 0.19% | 95 |
|
|
2021
Q2 | $1.04M | Hold |
4,065
| – | – | 0.12% | 111 |
|
|
2021
Q1 | $857K | Buy |
4,065
+361
| +10% | +$76.1K | 0.11% | 117 |
|
|
2020
Q4 | $866K | Buy |
3,704
+50
| +1% | +$11.7K | 0.13% | 114 |
|
|
2020
Q3 | $664K | Buy |
3,654
+2,170
| +146% | +$394K | 0.11% | 116 |
|
|
2020
Q2 | $268K | Buy |
+1,484
| New | +$268K | 0.05% | 173 |
|