Bogart Wealth LLC’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47K | Buy |
50
+3
| +6% | +$568 | ﹤0.01% | 803 |
|
|
2025
Q1 | $7.47K | Hold |
47
| – | – | ﹤0.01% | 820 |
|
|
2024
Q4 | $9.8K | Hold |
47
| – | – | ﹤0.01% | 737 |
|
|
2024
Q3 | $12K | Hold |
47
| – | – | ﹤0.01% | 655 |
|
|
2024
Q2 | $11.3K | Hold |
47
| – | – | ﹤0.01% | 635 |
|
|
2024
Q1 | $15.4K | Hold |
47
| – | – | ﹤0.01% | 565 |
|
|
2023
Q4 | $12.9K | Hold |
47
| – | – | ﹤0.01% | 580 |
|
|
2023
Q3 | $14.4K | Hold |
47
| – | – | ﹤0.01% | 531 |
|
|
2023
Q2 | $16.6K | Hold |
47
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $15.7K | Sell |
47
-4
| -8% | -$1.34K | ﹤0.01% | 506 |
|
|
2022
Q4 | $10.8K | Buy |
51
+4
| +9% | +$844 | ﹤0.01% | 526 |
|
|
2022
Q3 | $10K | Hold |
47
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $11K | Sell |
47
-113
| -71% | -$26.4K | ﹤0.01% | 510 |
|
|
2022
Q1 | $70K | Sell |
160
-100
| -38% | -$43.8K | 0.01% | 243 |
|
|
2021
Q4 | $171K | Hold |
260
| – | – | 0.02% | 161 |
|
|
2021
Q3 | $173K | Buy |
260
+100
| +63% | +$66.5K | 0.02% | 155 |
|
|
2021
Q2 | $98K | Sell |
160
-12
| -7% | -$7.35K | 0.01% | 181 |
|
|
2021
Q1 | $93K | Sell |
172
-6
| -3% | -$3.24K | 0.01% | 173 |
|
|
2020
Q4 | $95K | Hold |
178
| – | – | 0.02% | 162 |
|
|
2020
Q3 | $58K | Sell |
178
-60
| -25% | -$19.6K | 0.01% | 182 |
|
|
2020
Q2 | $65K | Sell |
238
-3
| -1% | -$819 | 0.02% | 160 |
|
|
2020
Q1 | $42K | Hold |
241
| – | – | 0.01% | 172 |
|
|
2019
Q4 | $67K | Buy |
241
+32
| +15% | +$8.9K | 0.02% | 163 |
|
|
2019
Q3 | $38K | Hold |
209
| – | – | 0.02% | 170 |
|
|
2019
Q2 | $57K | Hold |
209
| – | – | 0.03% | 139 |
|
|
2019
Q1 | $59K | Hold |
209
| – | – | 0.03% | 132 |
|
|
2018
Q4 | $43K | Hold |
209
| – | – | 0.02% | 152 |
|
|
2018
Q3 | $82K | Hold |
209
| – | – | 0.05% | 113 |
|
|
2018
Q2 | $71K | Hold |
209
| – | – | 0.04% | 124 |
|
|
2018
Q1 | $53K | Buy |
+209
| New | +$53K | 0.03% | 139 |
|