Avantax Advisory Services’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 | $720K | Buy |
3,801
+580
| +18% | +$110K | ﹤0.01% | 1362 |
|
|
2025
Q1 | $512K | Buy |
3,221
+586
| +22% | +$93.1K | ﹤0.01% | 1487 |
|
|
2024
Q4 | $549K | Sell |
2,635
-1,274
| -33% | -$266K | ﹤0.01% | 1382 |
|
|
2024
Q3 | $994K | Buy |
3,909
+201
| +5% | +$51.1K | 0.01% | 1026 |
|
|
2024
Q2 | $895K | Buy |
3,708
+3,048
| +462% | +$736K | 0.01% | 1046 |
|
|
2024
Q1 | $216K | Buy |
+660
| New | +$216K | ﹤0.01% | 1502 |
|
|
2023
Q3 | – | Sell |
-684
| Closed | -$242K | – | 1546 |
|
|
2023
Q2 | $242K | Buy |
+684
| New | +$242K | ﹤0.01% | 1297 |
|
|
2022
Q4 | – | Sell |
-1,231
| Closed | -$255K | – | 1417 |
|
|
2022
Q3 | $255K | Hold |
1,231
| – | – | ﹤0.01% | 1072 |
|
|
2022
Q2 | $291K | Hold |
1,231
| – | – | ﹤0.01% | 1028 |
|
|
2022
Q1 | $536K | Sell |
1,231
-11
| -0.9% | -$4.79K | 0.01% | 761 |
|
|
2021
Q4 | $816K | Buy |
1,242
+31
| +3% | +$20.4K | 0.01% | 590 |
|
|
2021
Q3 | $808K | Buy |
1,211
+17
| +1% | +$11.3K | 0.01% | 554 |
|
|
2021
Q2 | $728K | Buy |
1,194
+12
| +1% | +$7.32K | 0.01% | 560 |
|
|
2021
Q1 | $640K | Buy |
+1,182
| New | +$640K | 0.01% | 546 |
|
|
2020
Q4 | – | Sell |
-1,188
| Closed | -$389K | – | 942 |
|
|
2020
Q3 | $389K | Buy |
+1,188
| New | +$389K | 0.01% | 901 |
|