WWM
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Whalen Wealth Management’s Atlassian TEAM Stock Holding History

Whalen Wealth Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,758
Closed -$373K – 222
2025
Q1 		$373K Buy
+1,758
New +$373K 0.25% 93