BAAM
Baker Avenue Asset Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,282
| Closed | -$4.02M | – | 451 |
|
|
2024
Q4 | $4.02M | Buy |
19,282
+2,572
| +15% | +$536K | 0.12% | 126 |
|
|
2024
Q3 | $4.25M | Buy |
+16,710
| New | +$4.25M | 0.13% | 125 |
|
|
2023
Q4 | – | Sell |
-2,179
| Closed | -$665K | – | 392 |
|
|
2023
Q3 | $665K | Buy |
2,179
+122
| +6% | +$37.2K | 0.03% | 239 |
|
|
2023
Q2 | $727K | Buy |
2,057
+201
| +11% | +$71.1K | 0.04% | 215 |
|
|
2023
Q1 | $620K | Buy |
1,856
+1,829
| +6,774% | +$611K | 0.03% | 236 |
|
|
2022
Q4 | $5.69K | Buy |
+27
| New | +$5.69K | ﹤0.01% | 793 |
|