Carson Wealth (CWM LLC)’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.5M | Buy |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $936K | Sell |
|
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $882K | Buy |
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|
2023
Q3 | $951K | Sell |
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|
2023
Q2 | $1.17M | Sell |
|
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|
2023
Q1 | $12.1M | Sell |
|
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|
2022
Q4 | $7.65M | Sell |
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|
2022
Q3 | $8.68M | Sell |
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|
2022
Q2 | $10.1M | Sell |
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|
2022
Q1 | $20.1M | Buy |
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|
2021
Q4 | $25.2M | Buy |
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|
2021
Q2 | $9.22M | Hold |
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|
2021
Q1 | $9.22M | Hold |
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|
2020
Q4 | $9.22M | Hold |
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|
2020
Q3 | $9.22M | Hold |
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|
2020
Q2 | $9.22M | Hold |
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|
2020
Q1 | $9.22M | Hold |
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|
2019
Q4 | $9.22M | Hold |
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|
2019
Q3 | $9.22M | Hold |
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|
2019
Q2 | $9.22M | Hold |
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|
2019
Q1 | $9.22M | Buy |
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|
2018
Q4 | $290K | Buy |
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|
2018
Q3 | $538K | Buy |
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|
2018
Q2 | $468K | Buy |
|
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|
2018
Q1 | $302K | Buy |
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|
2017
Q4 | $265K | Hold |
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|
2017
Q3 | $222K | Buy |
|
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|
2017
Q2 | $162K | Hold |
|
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|
2017
Q1 | $124K | Sell |
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|
2016
Q4 | $146K | Buy |
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|
2016
Q3 | $141K | Hold |
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|
2016
Q2 | $121K | Buy |
|