Anchor Investment Management’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3	Closed	-$568	–	1066
2025 Q2	$568	Hold	3	–	–	﹤0.01%	1008
2025 Q1	$477	Hold	3	–	–	﹤0.01%	1007
2024 Q4	$626	Hold	3	–	–	﹤0.01%	991
2024 Q3	$763	Hold	3	–	–	﹤0.01%	1006
2024 Q2	$724	Hold	3	–	–	﹤0.01%	965
2024 Q1	$984	Buy	+3	New	+$880	﹤0.01%	987
2022 Q2	–	Sell	-277	Closed	-$121K	–	974
2022 Q1	$121K	Sell	277 -116	-30%	-$56.5K	0.02%	446
2021 Q4	$258K	Buy	+393	New	+$253K	0.03%	345
2020 Q2	–	Sell	-12	Closed	-$2.09K	–	883
2020 Q1	$2.09K	Hold	12	–	–	﹤0.01%	761
2019 Q4	$3.35K	Hold	12	–	–	﹤0.01%	738
2019 Q3	$2.17K	Hold	12	–	–	﹤0.01%	746
2019 Q2	$3.28K	Hold	12	–	–	﹤0.01%	720
2019 Q1	$3.41K	Hold	12	–	–	﹤0.01%	715
2018 Q4	$2.51K	Sell	12 -15	-56%	-$3.79K	﹤0.01%	748
2018 Q3	$10.6K	Hold	27	–	–	﹤0.01%	642
2018 Q2	$9.24K	Hold	27	–	–	﹤0.01%	668
2018 Q1	$6.78K	Hold	27	–	–	﹤0.01%	687
2017 Q4	$6K	Buy	27 +12	+80%	+$2.73K	﹤0.01%	695
2017 Q3	$2.79K	Buy	+15	New	+$2.57K	﹤0.01%	724