EverSource Wealth Advisors’s Align Technology ALGN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
531
+190
+56% +$36K ﹤0.01% 1193
2025
Q1
$54.2K Sell
341
-219
-39% -$34.8K ﹤0.01% 1199
2024
Q4
$117K Buy
560
+335
+149% +$69.9K 0.01% 859
2024
Q3
$57.2K Buy
225
+9
+4% +$2.29K ﹤0.01% 1008
2024
Q2
$50.1K Buy
216
+23
+12% +$5.33K ﹤0.01% 1091
2024
Q1
$54.5K Sell
193
-30
-13% -$8.47K ﹤0.01% 947
2023
Q4
$61.1K Sell
223
-309
-58% -$84.7K 0.01% 821
2023
Q3
$162K Buy
532
+13
+3% +$3.97K 0.02% 445
2023
Q2
$184K Buy
519
+80
+18% +$28.3K 0.02% 416
2023
Q1
$147K Buy
439
+3
+0.7% +$1K 0.02% 441
2022
Q4
$92K Buy
436
+328
+304% +$69.2K 0.01% 538
2022
Q3
$23K Buy
108
+28
+35% +$5.96K 0.01% 852
2022
Q2
$19K Buy
80
+42
+111% +$9.98K ﹤0.01% 838
2022
Q1
$16K Buy
38
+18
+90% +$7.58K ﹤0.01% 780
2021
Q4
$13K Buy
+20
New +$13K ﹤0.01% 838