Buckingham Strategic Wealth’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $348K | Buy |
1,441
+41
| +3% | +$9.9K | ﹤0.01% | 560 |
|
|
2024
Q1 | $459K | Sell |
1,400
-158
| -10% | -$51.8K | ﹤0.01% | 486 |
|
|
2023
Q4 | $427K | Buy |
1,558
+63
| +4% | +$17.3K | 0.01% | 479 |
|
|
2023
Q3 | $456K | Buy |
1,495
+16
| +1% | +$4.89K | 0.01% | 432 |
|
|
2023
Q2 | $523K | Sell |
1,479
-58
| -4% | -$20.5K | 0.01% | 409 |
|
|
2023
Q1 | $324K | Hold |
1,537
| – | – | 0.01% | 469 |
|
|
2022
Q4 | $324K | Sell |
1,537
-1,055
| -41% | -$222K | 0.01% | 471 |
|
|
2022
Q3 | $537K | Buy |
2,592
+2
| +0.1% | +$414 | 0.01% | 353 |
|
|
2022
Q2 | $613K | Sell |
2,590
-264
| -9% | -$62.5K | 0.01% | 329 |
|
|
2022
Q1 | $1.24M | Buy |
2,854
+4
| +0.1% | +$1.74K | 0.02% | 241 |
|
|
2021
Q4 | $1.87M | Sell |
2,850
-101
| -3% | -$66.4K | 0.04% | 187 |
|
|
2021
Q3 | $1.96M | Sell |
2,951
-159
| -5% | -$106K | 0.04% | 176 |
|
|
2021
Q2 | $1.9M | Sell |
3,110
-123
| -4% | -$75.1K | 0.05% | 177 |
|
|
2021
Q1 | $1.75M | Sell |
3,233
-18
| -0.6% | -$9.75K | 0.09% | 161 |
|
|
2020
Q4 | $1.74M | Buy |
+3,251
| New | +$1.74M | 0.09% | 162 |
|
|
2020
Q1 | – | Sell |
-3,762
| Closed | -$1.05M | – | 459 |
|
|
2019
Q4 | $1.05M | Buy |
+3,762
| New | +$1.05M | 0.1% | 151 |
|
|
2019
Q3 | – | Sell |
-3,574
| Closed | -$978K | – | 430 |
|
|
2019
Q2 | $978K | Buy |
3,574
+224
| +7% | +$61.3K | 0.11% | 145 |
|
|
2019
Q1 | $953K | Sell |
3,350
-125
| -4% | -$35.6K | 0.12% | 139 |
|
|
2018
Q4 | $728K | Buy |
3,475
+745
| +27% | +$156K | 0.11% | 149 |
|
|
2018
Q3 | $1.07M | Buy |
2,730
+11
| +0.4% | +$4.3K | 0.16% | 115 |
|
|
2018
Q2 | $930K | Buy |
2,719
+179
| +7% | +$61.2K | 0.15% | 127 |
|
|
2018
Q1 | $638K | Buy |
2,540
+3
| +0.1% | +$754 | 0.12% | 144 |
|
|
2017
Q4 | $564K | Sell |
2,537
-126
| -5% | -$28K | 0.12% | 156 |
|
|
2017
Q3 | $496K | Buy |
2,663
+802
| +43% | +$149K | 0.12% | 155 |
|
|
2017
Q2 | $279K | Buy |
1,861
+59
| +3% | +$8.85K | 0.07% | 228 |
|
|
2017
Q1 | $207K | Buy |
+1,802
| New | +$207K | 0.06% | 242 |
|