Baron 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 |
-787
| Closed | -$200K | – | 195 |
|
|
2024
Q3 | $200K | Sell |
787
-114
| -13% | -$29K | 0.1% | 198 |
|
|
2024
Q2 | $218K | Sell |
901
-5
| -0.6% | -$1.21K | 0.11% | 156 |
|
|
2024
Q1 | $297K | Hold |
906
| – | – | 0.16% | 121 |
|
|
2023
Q4 | $248K | Hold |
906
| – | – | 0.14% | 137 |
|
|
2023
Q3 | $277K | Buy |
906
+14
| +2% | +$4.27K | 0.18% | 102 |
|
|
2023
Q2 | $315K | Buy |
892
+7
| +0.8% | +$2.48K | 0.2% | 87 |
|
|
2023
Q1 | $296K | Buy |
+885
| New | +$296K | 0.21% | 85 |
|