Arkadios Wealth 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
Q1 | – | Sell |
-1,397
| Closed | -$291K | – | 1110 |
|
|
2024
Q4 | $291K | Buy |
1,397
+164
| +13% | +$34.2K | 0.02% | 724 |
|
|
2024
Q3 | $314K | Buy |
1,233
+293
| +31% | +$74.5K | 0.02% | 690 |
|
|
2024
Q2 | $227K | Sell |
940
-287
| -23% | -$69.3K | 0.02% | 730 |
|
|
2024
Q1 | $402K | Sell |
1,227
-136
| -10% | -$44.6K | 0.03% | 446 |
|
|
2023
Q4 | $373K | Buy |
+1,363
| New | +$373K | 0.03% | 455 |
|
|
2022
Q2 | – | Sell |
-637
| Closed | -$278K | – | 543 |
|
|
2022
Q1 | $278K | Buy |
+637
| New | +$278K | 0.04% | 442 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$3K | – | 605 |
|
|
2021
Q3 | $3K | Sell |
6
-10
| -63% | -$5K | ﹤0.01% | 1687 |
|
|
2021
Q2 | $9K | Buy |
16
+12
| +300% | +$6.75K | ﹤0.01% | 1556 |
|
|
2021
Q1 | $2K | Buy |
4
+1
| +33% | +$500 | ﹤0.01% | 1498 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1300 |
|