Avior Wealth Management’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 Q1	–	Sell	-502	Closed	-$105K	–	786
2024 Q4	$105K	Buy	502 +18	+4%	+$4.02K	﹤0.01%	884
2024 Q3	$123K	Buy	484 +30	+7%	+$7.08K	﹤0.01%	822
2024 Q2	$110K	Sell	454 -138	-23%	-$38.4K	﹤0.01%	836
2024 Q1	$194K	Buy	592 +591	+59,100%	+$173K	0.01%	716
2023 Q4	$274	Sell	1 -8	-89%	-$1.9K	﹤0.01%	1457
2023 Q3	$2.75K	Buy	9 +8	+800%	+$2.76K	﹤0.01%	1344
2023 Q2	$353	Hold	1	–	–	﹤0.01%	1487
2023 Q1	$334	Hold	1	–	–	﹤0.01%	1541
2022 Q4	$210	Hold	1	–	–	﹤0.01%	1217
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1141
2022 Q2	$0	Buy	+1	New	+$307	﹤0.01%	1051
2021 Q2	–	Sell	-20	Closed	-$10K	–	1019
2021 Q1	$10K	Sell	20 -14	-41%	-$7.74K	﹤0.01%	751
2020 Q4	$18K	Hold	34	–	–	﹤0.01%	629
2020 Q3	$11K	Sell	34 -12	-26%	-$3.66K	﹤0.01%	670
2020 Q2	$12K	Hold	46	–	–	﹤0.01%	637
2020 Q1	$8K	Buy	+46	New	+$11K	﹤0.01%	593