Crestwood Advisors Group’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 | $230K | Buy |
+1,215
| New | +$230K | ﹤0.01% | 490 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$254K | – | 457 |
|
|
2024
Q3 | $254K | Buy |
1,000
+62
| +7% | +$15.8K | ﹤0.01% | 393 |
|
|
2024
Q2 | $226K | Sell |
938
-36
| -4% | -$8.69K | ﹤0.01% | 397 |
|
|
2024
Q1 | $319K | Buy |
974
+65
| +7% | +$21.3K | 0.01% | 338 |
|
|
2023
Q4 | $249K | Buy |
909
+29
| +3% | +$7.95K | 0.01% | 352 |
|
|
2023
Q3 | $269K | Buy |
+880
| New | +$269K | 0.01% | 308 |
|
|
2022
Q1 | – | Sell |
-334
| Closed | -$219K | – | 287 |
|
|
2021
Q4 | $219K | Hold |
334
| – | – | 0.01% | 274 |
|
|
2021
Q3 | $222K | Hold |
334
| – | – | 0.01% | 253 |
|
|
2021
Q2 | $204K | Buy |
+334
| New | +$204K | 0.01% | 262 |
|
|
2021
Q1 | – | Sell |
-377
| Closed | -$201K | – | 263 |
|
|
2020
Q4 | $201K | Buy |
+377
| New | +$201K | 0.01% | 255 |
|
|
2017
Q2 | – | Sell |
-250
| Closed | -$34K | – | 165 |
|
|
2017
Q1 | $34K | Buy |
+250
| New | +$34K | ﹤0.01% | 303 |
|