Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,640
| Closed | -$1.18M | – | 191 |
|
|
2024
Q3 | $1.18M | Buy |
4,640
+738
| +19% | +$188K | 0.17% | 132 |
|
|
2024
Q2 | $942K | Sell |
3,902
-24
| -0.6% | -$5.79K | 0.14% | 142 |
|
|
2024
Q1 | $1.29M | Sell |
3,926
-21
| -0.5% | -$6.89K | 0.2% | 125 |
|
|
2023
Q4 | $1.08M | Buy |
3,947
+75
| +2% | +$20.6K | 0.18% | 127 |
|
|
2023
Q3 | $1.18M | Sell |
3,872
-73
| -2% | -$22.3K | 0.22% | 114 |
|
|
2023
Q2 | $1.4M | Buy |
3,945
+9
| +0.2% | +$3.18K | 0.25% | 107 |
|
|
2023
Q1 | $1.32M | Buy |
+3,936
| New | +$1.32M | 0.26% | 109 |
|
|
2022
Q2 | – | Sell |
-2,153
| Closed | -$939K | – | 193 |
|
|
2022
Q1 | $939K | Buy |
+2,153
| New | +$939K | 0.17% | 130 |
|