BTWM
Baker Tilly Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,600
| Closed | -$525K | – | 283 |
|
|
2024
Q1 | $525K | Sell |
1,600
-31
| -2% | -$10.2K | 0.09% | 241 |
|
|
2023
Q4 | $447K | Sell |
1,631
-233
| -13% | -$63.8K | 0.07% | 303 |
|
|
2023
Q3 | $569K | Sell |
1,864
-581
| -24% | -$177K | 0.09% | 228 |
|
|
2023
Q2 | $865K | Sell |
2,445
-72
| -3% | -$25.5K | 0.09% | 227 |
|
|
2023
Q1 | $841K | Sell |
2,517
-404
| -14% | -$135K | 0.09% | 229 |
|
|
2022
Q4 | $616K | Sell |
2,921
-88
| -3% | -$18.6K | 0.08% | 273 |
|
|
2022
Q3 | $623K | Sell |
3,009
-170
| -5% | -$35.2K | 0.08% | 251 |
|
|
2022
Q2 | $752K | Sell |
3,179
-39
| -1% | -$9.23K | 0.1% | 218 |
|
|
2022
Q1 | $1.4M | Buy |
3,218
+410
| +15% | +$179K | 0.16% | 134 |
|
|
2021
Q4 | $1.85M | Buy |
2,808
+435
| +18% | +$286K | 0.2% | 100 |
|
|
2021
Q3 | $1.58M | Buy |
2,373
+344
| +17% | +$229K | 0.21% | 96 |
|
|
2021
Q2 | $1.24M | Buy |
2,029
+227
| +13% | +$139K | 0.2% | 111 |
|
|
2021
Q1 | $976K | Sell |
1,802
-602
| -25% | -$326K | 0.2% | 123 |
|
|
2020
Q4 | $1.29M | Buy |
+2,404
| New | +$1.29M | 0.4% | 56 |
|