Center for Financial Planning’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 | $97.7K | Buy |
516
+295
| +133% | +$55.9K | 0.01% | 221 |
|
|
2025
Q1 | $35.1K | Buy |
+221
| New | +$35.1K | ﹤0.01% | 323 |
|
|
2023
Q3 | – | Sell |
-17
| Closed | -$6.01K | – | 523 |
|
|
2023
Q2 | $6.01K | Hold |
17
| – | – | ﹤0.01% | 436 |
|
|
2023
Q1 | $5.68K | Hold |
17
| – | – | ﹤0.01% | 407 |
|
|
2022
Q4 | $3.59K | Hold |
17
| – | – | ﹤0.01% | 430 |
|
|
2022
Q3 | $4K | Hold |
17
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $7K | Hold |
17
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $11K | Hold |
17
| – | – | ﹤0.01% | 362 |
|
|
2021
Q3 | $11K | Hold |
17
| – | – | ﹤0.01% | 347 |
|
|
2021
Q2 | $10K | Sell |
17
-24
| -59% | -$14.1K | ﹤0.01% | 360 |
|
|
2021
Q1 | $22K | Buy |
+41
| New | +$22K | 0.01% | 296 |
|