EverSource Wealth Advisors’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	$300K	Sell	1,752 -119	-6%	-$20.8K	0.01%	846
2025 Q4	$292K	Buy	1,871 +1,115	+147%	+$160K	0.01%	771
2025 Q3	$94.7K	Buy	756 +225	+42%	+$35.2K	﹤0.01%	1309
2025 Q2	$101K	Buy	531 +190	+56%	+$33.6K	﹤0.01%	1197
2025 Q1	$54.2K	Sell	341 -219	-39%	-$43K	﹤0.01%	1200
2024 Q4	$117K	Buy	560 +335	+149%	+$74.8K	0.01%	859
2024 Q3	$57.2K	Buy	225 +9	+4%	+$2.12K	﹤0.01%	1008
2024 Q2	$50.1K	Buy	216 +23	+12%	+$6.4K	﹤0.01%	1091
2024 Q1	$54.5K	Sell	193 -30	-13%	-$8.8K	﹤0.01%	947
2023 Q4	$61.1K	Sell	223 -309	-58%	-$73.3K	0.01%	821
2023 Q3	$162K	Buy	532 +13	+3%	+$4.49K	0.02%	445
2023 Q2	$184K	Buy	519 +80	+18%	+$25.5K	0.02%	416
2023 Q1	$147K	Buy	439 +3	+0.7%	+$885	0.02%	441
2022 Q4	$92K	Buy	436 +328	+304%	+$65.7K	0.01%	538
2022 Q3	$23K	Buy	108 +28	+35%	+$7.21K	0.01%	852
2022 Q2	$19K	Buy	80 +42	+111%	+$12.9K	﹤0.01%	838
2022 Q1	$16K	Buy	38 +18	+90%	+$8.76K	﹤0.01%	780
2021 Q4	$13K	Buy	+20	New	+$12.9K	﹤0.01%	838