Venturi Wealth Management’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 |
-1,191
| Closed | -$253K | – | 605 |
|
|
2025
Q1 | $253K | Sell |
1,191
-276
| -19% | -$58.6K | 0.01% | 482 |
|
|
2024
Q4 | $357K | Buy |
1,467
+56
| +4% | +$13.6K | 0.02% | 408 |
|
|
2024
Q3 | $224K | Buy |
1,411
+221
| +19% | +$35.1K | 0.01% | 433 |
|
|
2024
Q2 | $210K | Sell |
1,190
-151
| -11% | -$26.7K | 0.01% | 398 |
|
|
2024
Q1 | $262K | Sell |
1,341
-15
| -1% | -$2.93K | 0.02% | 324 |
|
|
2023
Q4 | $323K | Buy |
1,356
+32
| +2% | +$7.61K | 0.02% | 305 |
|
|
2023
Q3 | $267K | Buy |
1,324
+156
| +13% | +$31.4K | 0.02% | 305 |
|
|
2023
Q2 | $196K | Buy |
1,168
+250
| +27% | +$42K | 0.02% | 303 |
|
|
2023
Q1 | $157K | Buy |
+918
| New | +$157K | 0.01% | 352 |
|
|
2022
Q4 | – | Sell |
-2,200
| Closed | -$464K | – | 353 |
|
|
2022
Q3 | $464K | Buy |
2,200
+118
| +6% | +$24.9K | 0.04% | 228 |
|
|
2022
Q2 | $389K | Buy |
2,082
+534
| +34% | +$99.8K | 0.03% | 248 |
|
|
2022
Q1 | $455K | Buy |
1,548
+674
| +77% | +$198K | 0.03% | 247 |
|
|
2021
Q4 | $333K | Buy |
874
+77
| +10% | +$29.3K | 0.03% | 281 |
|
|
2021
Q3 | $312K | Buy |
797
+6
| +0.8% | +$2.35K | 0.03% | 270 |
|
|
2021
Q2 | $203K | Buy |
+791
| New | +$203K | 0.02% | 293 |
|