Crestwood Advisors Group’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$279K	Buy	1,629 +345	+27%	+$60.4K	﹤0.01%	612
2025 Q4	$200K	Buy	+1,284	New	+$184K	﹤0.01%	672
2025 Q3	–	Sell	-1,215	Closed	-$230K	–	573
2025 Q2	$230K	Buy	+1,215	New	+$215K	﹤0.01%	492
2024 Q4	–	Sell	-1,000	Closed	-$254K	–	460
2024 Q3	$254K	Buy	1,000 +62	+7%	+$14.6K	﹤0.01%	394
2024 Q2	$226K	Sell	938 -36	-4%	-$10K	﹤0.01%	397
2024 Q1	$319K	Buy	974 +65	+7%	+$19.1K	0.01%	338
2023 Q4	$249K	Buy	909 +29	+3%	+$6.88K	0.01%	352
2023 Q3	$269K	Buy	+880	New	+$304K	0.01%	308
2022 Q1	–	Sell	-334	Closed	-$219K	–	289
2021 Q4	$219K	Hold	334	–	–	0.01%	275
2021 Q3	$222K	Hold	334	–	–	0.01%	253
2021 Q2	$204K	Buy	+334	New	+$198K	0.01%	262
2021 Q1	–	Sell	-377	Closed	-$201K	–	263
2020 Q4	$201K	Buy	+377	New	+$170K	0.01%	256
2017 Q2	–	Sell	-250	Closed	-$34K	–	168
2017 Q1	$34K	Buy	+250	New	+$25.3K	﹤0.01%	307