Avantax Advisory Services’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
Q2 | $720K | Buy |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $549K | Sell |
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|
2024
Q3 | $994K | Buy |
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|
2024
Q2 | $895K | Buy |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $242K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $816K | Buy |
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|
2021
Q3 | $808K | Buy |
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|
2021
Q2 | $728K | Buy |
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|
2021
Q1 | $640K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $389K | Buy |
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