Carson Wealth (CWM LLC)’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
13,271
+4,034
| +44% | +$764K | 0.01% | 867 |
|
|
2025
Q1 | $1.47M | Buy |
9,237
+4,749
| +106% | +$754K | 0.01% | 947 |
|
|
2024
Q4 | $936K | Sell |
4,488
-2,233
| -33% | -$466K | ﹤0.01% | 1119 |
|
|
2024
Q3 | $1.71M | Buy |
6,721
+2,503
| +59% | +$636K | 0.01% | 769 |
|
|
2024
Q2 | $1.02M | Buy |
4,218
+415
| +11% | +$100K | ﹤0.01% | 871 |
|
|
2024
Q1 | $1.25M | Buy |
3,803
+585
| +18% | +$192K | 0.01% | 773 |
|
|
2023
Q4 | $882K | Buy |
3,218
+102
| +3% | +$28K | ﹤0.01% | 860 |
|
|
2023
Q3 | $951K | Sell |
3,116
-184
| -6% | -$56.2K | 0.01% | 773 |
|
|
2023
Q2 | $1.17M | Sell |
3,300
-32,898
| -91% | -$11.6M | 0.01% | 662 |
|
|
2023
Q1 | $12.1M | Sell |
36,198
-69
| -0.2% | -$23.1K | 0.08% | 197 |
|
|
2022
Q4 | $7.65M | Sell |
36,267
-5,629
| -13% | -$1.19M | 0.06% | 236 |
|
|
2022
Q3 | $8.68M | Sell |
41,896
-742
| -2% | -$154K | 0.07% | 211 |
|
|
2022
Q2 | $10.1M | Sell |
42,638
-3,355
| -7% | -$794K | 0.08% | 195 |
|
|
2022
Q1 | $20.1M | Buy |
45,993
+7,709
| +20% | +$3.36M | 0.14% | 145 |
|
|
2021
Q4 | $25.2M | Buy |
+38,284
| New | +$25.2M | 0.18% | 116 |
|
|
2021
Q2 | $9.22M | Hold |
15,096
| – | – | 0.07% | 206 |
|
|
2021
Q1 | $9.22M | Hold |
15,096
| – | – | 0.07% | 206 |
|
|
2020
Q4 | $9.22M | Hold |
15,096
| – | – | 0.07% | 206 |
|
|
2020
Q3 | $9.22M | Hold |
15,096
| – | – | 0.07% | 206 |
|
|
2020
Q2 | $9.22M | Hold |
15,096
| – | – | 0.07% | 206 |
|
|
2020
Q1 | $9.22M | Hold |
15,096
| – | – | 0.07% | 206 |
|
|
2019
Q4 | $9.22M | Hold |
15,096
| – | – | 0.07% | 206 |
|
|
2019
Q3 | $9.22M | Hold |
15,096
| – | – | 0.07% | 206 |
|
|
2019
Q2 | $9.22M | Hold |
15,096
| – | – | 0.07% | 206 |
|
|
2019
Q1 | $9.22M | Buy |
15,096
+13,712
| +991% | +$8.38M | 0.07% | 206 |
|
|
2018
Q4 | $290K | Buy |
1,384
+8
| +0.6% | +$1.68K | 0.01% | 525 |
|
|
2018
Q3 | $538K | Buy |
1,376
+9
| +0.7% | +$3.52K | 0.01% | 376 |
|
|
2018
Q2 | $468K | Buy |
1,367
+163
| +14% | +$55.8K | 0.02% | 340 |
|
|
2018
Q1 | $302K | Buy |
1,204
+12
| +1% | +$3.01K | 0.01% | 327 |
|
|
2017
Q4 | $265K | Hold |
1,192
| – | – | 0.01% | 319 |
|
|
2017
Q3 | $222K | Buy |
1,192
+111
| +10% | +$20.7K | 0.01% | 312 |
|
|
2017
Q2 | $162K | Hold |
1,081
| – | – | 0.01% | 328 |
|
|
2017
Q1 | $124K | Sell |
1,081
-440
| -29% | -$50.5K | 0.01% | 342 |
|
|
2016
Q4 | $146K | Buy |
1,521
+21
| +1% | +$2.02K | 0.01% | 305 |
|
|
2016
Q3 | $141K | Hold |
1,500
| – | – | 0.01% | 295 |
|
|
2016
Q2 | $121K | Buy |
+1,500
| New | +$121K | 0.01% | 288 |
|