Heritage Wealth Advisors’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 |
-4
| Closed | -$834 | – | 580 |
|
|
2024
Q4 | $834 | Buy |
4
+1
| +33% | +$209 | ﹤0.01% | 581 |
|
|
2024
Q3 | $763 | Sell |
3
-197
| -99% | -$50.1K | ﹤0.01% | 578 |
|
|
2024
Q2 | $48.3K | Hold |
200
| – | – | ﹤0.01% | 312 |
|
|
2024
Q1 | $65.6K | Hold |
200
| – | – | ﹤0.01% | 301 |
|
|
2023
Q4 | $54.8K | Hold |
200
| – | – | ﹤0.01% | 328 |
|
|
2023
Q3 | $61.1K | Hold |
200
| – | – | ﹤0.01% | 283 |
|
|
2023
Q2 | $70.7K | Hold |
200
| – | – | ﹤0.01% | 286 |
|
|
2023
Q1 | $66.8K | Buy |
+200
| New | +$66.8K | ﹤0.01% | 288 |
|
|
2022
Q3 | – | Sell |
-222
| Closed | -$53K | – | 535 |
|
|
2022
Q2 | $53K | Buy |
222
+192
| +640% | +$45.8K | ﹤0.01% | 321 |
|
|
2022
Q1 | $13K | Hold |
30
| – | – | ﹤0.01% | 419 |
|
|
2021
Q4 | $20K | Buy |
+30
| New | +$20K | ﹤0.01% | 406 |
|