Annis Gardner Whiting Capital Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947 | Buy |
+5
| New | +$947 | ﹤0.01% | 1086 |
|
|
2025
Q1 | – | Sell |
-18
| Closed | -$3.75K | – | 743 |
|
|
2024
Q4 | $3.75K | Buy |
+18
| New | +$3.75K | ﹤0.01% | 639 |
|
|
2024
Q3 | – | Sell |
-72
| Closed | -$17.4K | – | 735 |
|
|
2024
Q2 | $17.4K | Sell |
72
-44
| -38% | -$10.6K | ﹤0.01% | 593 |
|
|
2024
Q1 | $38K | Buy |
116
+58
| +100% | +$19K | 0.01% | 433 |
|
|
2023
Q4 | $15.9K | Hold |
58
| – | – | 0.01% | 431 |
|
|
2023
Q3 | $17.7K | Buy |
+58
| New | +$17.7K | 0.01% | 406 |
|