SVB Wealth’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,333
| Closed | -$283K | – | 1510 |
|
2025
Q1 | $283K | Sell |
1,333
-681
| -34% | -$145K | 0.01% | 269 |
|
2024
Q4 | $490K | Buy |
+2,014
| New | +$490K | 0.01% | 425 |
|
2024
Q3 | – | Sell |
-2,012
| Closed | -$356K | – | 543 |
|
2024
Q2 | $356K | Buy |
2,012
+314
| +18% | +$55.5K | 0.01% | 509 |
|
2024
Q1 | $331K | Sell |
1,698
-2
| -0.1% | -$390 | 0.01% | 598 |
|
2023
Q4 | $404K | Sell |
1,700
-114
| -6% | -$27.1K | 0.01% | 545 |
|
2023
Q3 | $366K | Sell |
1,814
-24
| -1% | -$4.84K | 0.01% | 545 |
|
2023
Q2 | $308K | Buy |
1,838
+9
| +0.5% | +$1.51K | 0.01% | 665 |
|
2023
Q1 | $313K | Buy |
1,829
+38
| +2% | +$6.5K | ﹤0.01% | 697 |
|
2022
Q4 | $230K | Buy |
1,791
+691
| +63% | +$88.9K | ﹤0.01% | 858 |
|
2022
Q3 | $232K | Buy |
+1,100
| New | +$232K | ﹤0.01% | 784 |
|
2022
Q2 | – | Sell |
-1,148
| Closed | -$337K | – | 846 |
|
2022
Q1 | $337K | Sell |
1,148
-26
| -2% | -$7.63K | ﹤0.01% | 552 |
|
2021
Q4 | $448K | Sell |
1,174
-1,163
| -50% | -$444K | 0.01% | 469 |
|
2021
Q3 | $915K | Buy |
2,337
+553
| +31% | +$217K | 0.01% | 416 |
|
2021
Q2 | $459K | Buy |
+1,784
| New | +$459K | 0.01% | 607 |
|
2020
Q4 | – | Sell |
-1,311
| Closed | -$238K | – | 880 |
|
2020
Q3 | $238K | Buy |
1,311
+16
| +1% | +$2.91K | ﹤0.01% | 578 |
|
2020
Q2 | $233K | Sell |
1,295
-500
| -28% | -$90K | ﹤0.01% | 514 |
|
2020
Q1 | $246K | Hold |
1,795
| – | – | 0.01% | 426 |
|
2019
Q4 | $216K | Hold |
1,795
| – | – | ﹤0.01% | 562 |
|
2019
Q3 | $225K | Hold |
1,795
| – | – | ﹤0.01% | 471 |
|
2019
Q2 | $235K | Buy |
+1,795
| New | +$235K | 0.01% | 474 |
|