Creative 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 | $2.58M | Buy |
13,631
+1,837
| +16% | +$348K | ﹤0.01% | 1129 |
|
|
2025
Q1 | $1.87M | Buy |
11,794
+3,048
| +35% | +$484K | ﹤0.01% | 1209 |
|
|
2024
Q4 | $1.82M | Sell |
8,746
-2,398
| -22% | -$500K | ﹤0.01% | 1186 |
|
|
2024
Q3 | $2.83M | Buy |
11,144
+817
| +8% | +$208K | ﹤0.01% | 890 |
|
|
2024
Q2 | $2.49M | Sell |
10,327
-273
| -3% | -$65.9K | ﹤0.01% | 891 |
|
|
2024
Q1 | $3.48M | Buy |
10,600
+1,634
| +18% | +$536K | ﹤0.01% | 740 |
|
|
2023
Q4 | $2.46M | Sell |
8,966
-1,094
| -11% | -$300K | ﹤0.01% | 824 |
|
|
2023
Q3 | $3.07M | Buy |
10,060
+349
| +4% | +$107K | ﹤0.01% | 682 |
|
|
2023
Q2 | $3.43M | Buy |
9,711
+991
| +11% | +$350K | ﹤0.01% | 630 |
|
|
2023
Q1 | $2.91M | Buy |
8,720
+1,000
| +13% | +$334K | ﹤0.01% | 649 |
|
|
2022
Q4 | $1.63M | Buy |
7,720
+1,904
| +33% | +$402K | ﹤0.01% | 827 |
|
|
2022
Q3 | $1.21M | Sell |
5,816
-398
| -6% | -$82.5K | ﹤0.01% | 883 |
|
|
2022
Q2 | $1.47M | Buy |
6,214
+1,796
| +41% | +$425K | ﹤0.01% | 810 |
|
|
2022
Q1 | $1.93M | Buy |
4,418
+145
| +3% | +$63.2K | ﹤0.01% | 736 |
|
|
2021
Q4 | $2.81M | Buy |
4,273
+165
| +4% | +$108K | ﹤0.01% | 589 |
|
|
2021
Q3 | $2.73M | Sell |
4,108
-167
| -4% | -$111K | ﹤0.01% | 584 |
|
|
2021
Q2 | $2.61M | Sell |
4,275
-1,233
| -22% | -$753K | ﹤0.01% | 582 |
|
|
2021
Q1 | $2.98M | Sell |
5,508
-2,085
| -27% | -$1.13M | 0.01% | 552 |
|
|
2020
Q4 | $4.06M | Buy |
7,593
+97
| +1% | +$51.8K | 0.01% | 416 |
|
|
2020
Q3 | $2.45M | Sell |
7,496
-146
| -2% | -$47.8K | 0.01% | 485 |
|
|
2020
Q2 | $2.1M | Buy |
7,642
+49
| +0.6% | +$13.4K | 0.01% | 473 |
|
|
2020
Q1 | $1.32M | Buy |
7,593
+32
| +0.4% | +$5.57K | ﹤0.01% | 546 |
|
|
2019
Q4 | $2.11M | Sell |
7,561
-2,974
| -28% | -$830K | 0.01% | 496 |
|
|
2019
Q3 | $1.91M | Buy |
10,535
+170
| +2% | +$30.8K | 0.01% | 506 |
|
|
2019
Q2 | $2.84M | Buy |
10,365
+328
| +3% | +$89.8K | 0.01% | 400 |
|
|
2019
Q1 | $2.85M | Sell |
10,037
-11,622
| -54% | -$3.3M | 0.01% | 373 |
|
|
2018
Q4 | $4.54M | Buy |
21,659
+2,226
| +11% | +$466K | 0.02% | 266 |
|
|
2018
Q3 | $7.6M | Buy |
19,433
+574
| +3% | +$225K | 0.03% | 201 |
|
|
2018
Q2 | $6.45M | Buy |
18,859
+242
| +1% | +$82.8K | 0.03% | 213 |
|
|
2018
Q1 | $4.68M | Buy |
18,617
+10,680
| +135% | +$2.68M | 0.02% | 258 |
|
|
2017
Q4 | $1.76M | Sell |
7,937
-9,724
| -55% | -$2.16M | 0.01% | 493 |
|
|
2017
Q3 | $3.29M | Buy |
17,661
+298
| +2% | +$55.5K | 0.02% | 320 |
|
|
2017
Q2 | $2.61M | Buy |
17,363
+821
| +5% | +$123K | 0.01% | 358 |
|
|
2017
Q1 | $1.9M | Buy |
16,542
+11,011
| +199% | +$1.26M | 0.01% | 437 |
|
|
2016
Q4 | $532K | Sell |
5,531
-222
| -4% | -$21.4K | ﹤0.01% | 887 |
|
|
2016
Q3 | $539K | Buy |
5,753
+1,964
| +52% | +$184K | ﹤0.01% | 847 |
|
|
2016
Q2 | $305K | Buy |
3,789
+16
| +0.4% | +$1.29K | ﹤0.01% | 1032 |
|
|
2016
Q1 | $274K | Buy |
3,773
+411
| +12% | +$29.8K | ﹤0.01% | 1041 |
|
|
2015
Q4 | $221K | Buy |
3,362
+1,798
| +115% | +$118K | ﹤0.01% | 1136 |
|
|
2015
Q3 | $89K | Buy |
+1,564
| New | +$89K | ﹤0.01% | 1643 |
|
|
2015
Q2 | – | Sell |
-1,332
| Closed | -$72K | – | 1117 |
|
|
2015
Q1 | $72K | Hold |
1,332
| – | – | ﹤0.01% | 1747 |
|
|
2014
Q4 | $74K | Buy |
1,332
+213
| +19% | +$11.8K | ﹤0.01% | 1719 |
|
|
2014
Q3 | $58K | Sell |
1,119
-281
| -20% | -$14.6K | ﹤0.01% | 1803 |
|
|
2014
Q2 | $78K | Buy |
1,400
+400
| +40% | +$22.3K | ﹤0.01% | 1571 |
|
|
2014
Q1 | $52K | Hold |
1,000
| – | – | ﹤0.01% | 1766 |
|
|
2013
Q4 | $57K | Hold |
1,000
| – | – | ﹤0.01% | 1512 |
|
|
2013
Q3 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 1527 |
|
|
2013
Q2 | $37K | Buy |
+1,000
| New | +$37K | ﹤0.01% | 1538 |
|