United Capital Financial Advisors’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 | – | Sell |
-1,752
| Closed | -$284K | – | 1669 |
|
|
2025
Q4 | $284K | Buy |
1,752
+90
| +5% | +$14.1K | ﹤0.01% | 1192 |
|
|
2025
Q3 | $265K | Sell |
1,662
-753
| -31% | -$136K | ﹤0.01% | 1058 |
|
|
2025
Q2 | $490K | Sell |
2,415
-310
| -11% | -$64.6K | ﹤0.01% | 786 |
|
|
2025
Q1 | $578K | Buy |
2,725
+630
| +30% | +$166K | 0.01% | 706 |
|
|
2024
Q4 | $510K | Buy |
2,095
+118
| +6% | +$27K | ﹤0.01% | 731 |
|
|
2024
Q3 | $314K | Buy |
1,977
+686
| +53% | +$113K | ﹤0.01% | 858 |
|
|
2024
Q2 | $228K | Sell |
1,291
-236
| -15% | -$42.2K | ﹤0.01% | 941 |
|
|
2024
Q1 | $298K | Buy |
1,527
+2
| +0.1% | +$436 | ﹤0.01% | 879 |
|
|
2023
Q4 | $363K | Buy |
+1,525
| New | +$299K | ﹤0.01% | 808 |
|
|
2023
Q2 | – | Sell |
-15,040
| Closed | -$2.57M | – | 973 |
|
|
2023
Q1 | $2.57M | Sell |
15,040
-161
| -1% | -$25.7K | 0.01% | 410 |
|
|
2022
Q4 | $1.96M | Sell |
15,201
-1,316
| -8% | -$209K | 0.01% | 488 |
|
|
2022
Q3 | $3.48M | Buy |
16,517
+703
| +4% | +$164K | 0.02% | 390 |
|
|
2022
Q2 | $2.96M | Sell |
15,814
-1,049
| -6% | -$224K | 0.02% | 419 |
|
|
2022
Q1 | $4.96M | Sell |
16,863
-1,557
| -8% | -$465K | 0.02% | 368 |
|
|
2021
Q4 | $7.02M | Buy |
18,420
+1,794
| +11% | +$721K | 0.03% | 323 |
|
|
2021
Q3 | $6.51M | Buy |
16,626
+632
| +4% | +$211K | 0.03% | 332 |
|
|
2021
Q2 | $4.11M | Buy |
15,994
+1,120
| +8% | +$262K | 0.02% | 404 |
|
|
2021
Q1 | $3.13M | Buy |
14,874
+2,618
| +21% | +$609K | 0.02% | 425 |
|
|
2020
Q4 | $2.87M | Buy |
12,256
+10,035
| +452% | +$2.12M | 0.02% | 440 |
|
|
2020
Q3 | $404K | Sell |
2,221
-497
| -18% | -$88.7K | ﹤0.01% | 883 |
|
|
2020
Q2 | $490K | Sell |
2,718
-76
| -3% | -$12.6K | ﹤0.01% | 873 |
|
|
2020
Q1 | $384K | Buy |
2,794
+982
| +54% | +$137K | ﹤0.01% | 910 |
|
|
2019
Q4 | $218K | Sell |
1,812
-219
| -11% | -$26.7K | ﹤0.01% | 1255 |
|
|
2019
Q3 | $255K | Buy |
+2,031
| New | +$277K | ﹤0.01% | 1124 |
|
Other funds holding TEAM
VPM
VCM
