HB Wealth 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
Q2 | $1.26M | Buy |
6,629
+957
| +17% | +$181K | 0.01% | 463 |
|
|
2025
Q1 | $901K | Buy |
+5,672
| New | +$901K | 0.01% | 559 |
|
|
2024
Q4 | – | Sell |
-1,102
| Closed | -$280K | – | 1054 |
|
|
2024
Q3 | $280K | Buy |
+1,102
| New | +$280K | ﹤0.01% | 774 |
|
|
2023
Q4 | – | Sell |
-1,053
| Closed | -$322K | – | 788 |
|
|
2023
Q3 | $322K | Buy |
1,053
+155
| +17% | +$47.3K | 0.01% | 544 |
|
|
2023
Q2 | $318K | Sell |
898
-5
| -0.6% | -$1.77K | 0.01% | 526 |
|
|
2023
Q1 | $302K | Buy |
+903
| New | +$302K | 0.01% | 532 |
|
|
2022
Q1 | – | Sell |
-344
| Closed | -$226K | – | 588 |
|
|
2021
Q4 | $226K | Buy |
+344
| New | +$226K | ﹤0.01% | 460 |
|