Edgestream Partners’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 | $8.13M | Buy |
42,944
+3,647
| +9% | +$690K | 0.23% | 139 |
|
|
2025
Q1 | $6.24M | Buy |
39,297
+23,899
| +155% | +$3.8M | 0.21% | 166 |
|
|
2024
Q4 | $3.21M | Sell |
15,398
-587
| -4% | -$122K | 0.14% | 297 |
|
|
2024
Q3 | $4.07M | Buy |
15,985
+8,507
| +114% | +$2.16M | 0.18% | 181 |
|
|
2024
Q2 | $1.81M | Buy |
7,478
+33
| +0.4% | +$7.97K | 0.09% | 368 |
|
|
2024
Q1 | $2.44M | Buy |
7,445
+1,960
| +36% | +$643K | 0.12% | 291 |
|
|
2023
Q4 | $1.5M | Buy |
5,485
+2,023
| +58% | +$554K | 0.11% | 315 |
|
|
2023
Q3 | $1.06M | Sell |
3,462
-5,522
| -61% | -$1.69M | 0.08% | 382 |
|
|
2023
Q2 | $3.18M | Buy |
+8,984
| New | +$3.18M | 0.29% | 77 |
|
|
2022
Q2 | – | Sell |
-8,114
| Closed | -$3.54M | – | 499 |
|
|
2022
Q1 | $3.54M | Buy |
8,114
+7,747
| +2,111% | +$3.38M | 0.28% | 115 |
|
|
2021
Q4 | $241K | Buy |
+367
| New | +$241K | 0.02% | 454 |
|
|
2021
Q3 | – | Sell |
-1,741
| Closed | -$1.06M | – | 483 |
|
|
2021
Q2 | $1.06M | Sell |
1,741
-11,397
| -87% | -$6.97M | 0.06% | 284 |
|
|
2021
Q1 | $7.12M | Buy |
+13,138
| New | +$7.12M | 0.4% | 82 |
|