GeoWealth Management’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-251	Closed	-$52.3K	–	1084
2024 Q4	$52.3K	Sell	251 -22	-8%	-$4.59K	﹤0.01%	1148
2024 Q3	$69.4K	Buy	+273	New	+$69.4K	﹤0.01%	980
2024 Q2	–	Sell	-761	Closed	-$250K	–	865
2024 Q1	$250K	Buy	+761	New	+$250K	0.01%	619