AWM
Apollon Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
3,719
+1,436
| +63% | +$272K | 0.01% | 664 |
|
|
2025
Q1 | $363K | Buy |
+2,283
| New | +$363K | 0.01% | 878 |
|
|
2023
Q4 | – | Sell |
-813
| Closed | -$248K | – | 1070 |
|
|
2023
Q3 | $248K | Buy |
+813
| New | +$248K | 0.01% | 763 |
|
|
2022
Q1 | – | Sell |
-473
| Closed | -$311K | – | 762 |
|
|
2021
Q4 | $311K | Buy |
473
+89
| +23% | +$58.5K | 0.02% | 571 |
|
|
2021
Q3 | $256K | Sell |
384
-1,005
| -72% | -$670K | 0.04% | 377 |
|
|
2021
Q2 | $849K | Sell |
1,389
-84
| -6% | -$51.3K | 0.15% | 128 |
|
|
2021
Q1 | $798K | Buy |
+1,473
| New | +$798K | 0.15% | 135 |
|
|
2020
Q4 | – | Sell |
-3,938
| Closed | -$1.29M | – | 200 |
|
|
2020
Q3 | $1.29M | Buy |
3,938
+3,036
| +337% | +$994K | 0.58% | 37 |
|
|
2020
Q2 | $248K | Buy |
+902
| New | +$248K | 0.14% | 82 |
|