Corient Private Wealth’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 | $2.28M | Buy |
12,069
+1,536
| +15% | +$291K | ﹤0.01% | 1056 |
|
|
2025
Q1 | $1.67M | Sell |
10,533
-5,678
| -35% | -$902K | ﹤0.01% | 1040 |
|
|
2024
Q4 | $3.38M | Sell |
16,211
-1,449
| -8% | -$302K | 0.01% | 818 |
|
|
2024
Q3 | $4.49M | Buy |
17,660
+457
| +3% | +$116K | 0.01% | 762 |
|
|
2024
Q2 | $4.15M | Sell |
17,203
-1,809
| -10% | -$437K | 0.01% | 757 |
|
|
2024
Q1 | $6.23M | Buy |
19,012
+1,260
| +7% | +$413K | 0.01% | 649 |
|
|
2023
Q4 | $4.86M | Sell |
17,752
-15,558
| -47% | -$4.26M | 0.01% | 702 |
|
|
2023
Q3 | $10.2M | Sell |
33,310
-6,457
| -16% | -$1.97M | 0.02% | 476 |
|
|
2023
Q2 | $14.1M | Sell |
39,767
-15,272
| -28% | -$5.4M | 0.03% | 414 |
|
|
2023
Q1 | $18.4M | Buy |
55,039
+29,780
| +118% | +$9.95M | 0.05% | 328 |
|
|
2022
Q4 | $5.34M | Buy |
+25,259
| New | +$5.34M | 0.02% | 483 |
|