Avior Wealth Management’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 |
-502
| Closed | -$105K | – | 786 |
|
|
2024
Q4 | $105K | Buy |
502
+18
| +4% | +$3.75K | ﹤0.01% | 884 |
|
|
2024
Q3 | $123K | Buy |
484
+30
| +7% | +$7.63K | ﹤0.01% | 822 |
|
|
2024
Q2 | $110K | Sell |
454
-138
| -23% | -$33.3K | ﹤0.01% | 836 |
|
|
2024
Q1 | $194K | Buy |
592
+591
| +59,100% | +$194K | 0.01% | 716 |
|
|
2023
Q4 | $274 | Sell |
1
-8
| -89% | -$2.19K | ﹤0.01% | 1457 |
|
|
2023
Q3 | $2.75K | Buy |
9
+8
| +800% | +$2.44K | ﹤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 | – | ﹤0.01% | 1051 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$10K | – | 1019 |
|
|
2021
Q1 | $10K | Sell |
20
-14
| -41% | -$7K | ﹤0.01% | 751 |
|
|
2020
Q4 | $18K | Hold |
34
| – | – | ﹤0.01% | 629 |
|
|
2020
Q3 | $11K | Sell |
34
-12
| -26% | -$3.88K | ﹤0.01% | 670 |
|
|
2020
Q2 | $12K | Hold |
46
| – | – | ﹤0.01% | 637 |
|
|
2020
Q1 | $8K | Buy |
+46
| New | +$8K | ﹤0.01% | 593 |
|