AWM
Activest Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9K | Buy |
100
+36
| +56% | +$6.82K | ﹤0.01% | 332 |
|
|
2025
Q1 | $10.2K | Hold |
64
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $13.3K | Buy |
64
+1
| +2% | +$209 | ﹤0.01% | 286 |
|
|
2024
Q3 | $16K | Hold |
63
| – | – | ﹤0.01% | 270 |
|
|
2024
Q2 | $15.2K | Hold |
63
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $20.7K | Buy |
+63
| New | +$20.7K | 0.01% | 172 |
|
|
2023
Q4 | – | Sell |
-63
| Closed | -$19.2K | – | 328 |
|
|
2023
Q3 | $19.2K | Hold |
63
| – | – | 0.01% | 134 |
|
|
2023
Q2 | $17.5K | Hold |
63
| – | – | 0.01% | 130 |
|
|
2023
Q1 | $19.6K | Buy |
+63
| New | +$19.6K | 0.01% | 125 |
|
|
2022
Q3 | – | Sell |
-63
| Closed | -$15K | – | 438 |
|
|
2022
Q2 | $15K | Hold |
63
| – | – | 0.01% | 174 |
|
|
2022
Q1 | $27K | Sell |
63
-61
| -49% | -$26.1K | 0.02% | 136 |
|
|
2021
Q4 | $81K | Sell |
124
-40
| -24% | -$26.1K | 0.05% | 86 |
|
|
2021
Q3 | $109K | Hold |
164
| – | – | 0.07% | 74 |
|
|
2021
Q2 | $100K | Sell |
164
-11
| -6% | -$6.71K | 0.08% | 71 |
|
|
2021
Q1 | $95K | Buy |
+175
| New | +$95K | 0.08% | 68 |
|