Capital Advisors Ltd’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
$29K Buy
153
+1
+0.7% +$190 ﹤0.01% 565
2025
Q1
$24K Buy
152
+143
+1,589% +$22.6K ﹤0.01% 582
2024
Q4
$2K Sell
9
-3
-25% -$667 ﹤0.01% 1041
2024
Q3
$3K Buy
12
+3
+33% +$750 ﹤0.01% 980
2024
Q2
$2K Sell
9
-1
-10% -$222 ﹤0.01% 1027
2024
Q1
$3K Buy
10
+1
+11% +$300 ﹤0.01% 952
2023
Q4
$2K Hold
9
﹤0.01% 983
2023
Q3
$3K Hold
9
﹤0.01% 912
2023
Q2
$3K Sell
9
-12
-57% -$4K ﹤0.01% 923
2023
Q1
$7K Buy
21
+12
+133% +$4K ﹤0.01% 607
2022
Q4
$2K Buy
9
+5
+125% +$1.11K ﹤0.01% 815
2022
Q3
$1K Sell
4
-3
-43% -$750 ﹤0.01% 943
2022
Q2
$2K Buy
+7
New +$2K ﹤0.01% 642
2022
Q1
Sell
-1
Closed -$1K 885
2021
Q4
$1K Buy
+1
New +$1K ﹤0.01% 608