HM Payson & Co’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 | $2.86K | Hold |
18
| – | – | ﹤0.01% | 939 |
|
|
2024
Q4 | $3.75K | Sell |
18
-2
| -10% | -$417 | ﹤0.01% | 920 |
|
|
2024
Q3 | $5.09K | Buy |
20
+2
| +11% | +$509 | ﹤0.01% | 901 |
|
|
2024
Q2 | $4.35K | Buy |
+18
| New | +$4.35K | ﹤0.01% | 897 |
|
|
2023
Q4 | – | Sell |
-290
| Closed | -$88.5K | – | 965 |
|
|
2023
Q3 | $88.5K | Buy |
290
+15
| +5% | +$4.58K | ﹤0.01% | 497 |
|
|
2023
Q2 | $97.3K | Hold |
275
| – | – | ﹤0.01% | 482 |
|
|
2023
Q1 | $91.9K | Hold |
275
| – | – | ﹤0.01% | 485 |
|
|
2022
Q4 | $58K | Sell |
275
-315
| -53% | -$66.4K | ﹤0.01% | 535 |
|
|
2022
Q3 | $122K | Buy |
590
+200
| +51% | +$41.4K | ﹤0.01% | 438 |
|
|
2022
Q2 | $92K | Sell |
390
-45
| -10% | -$10.6K | ﹤0.01% | 480 |
|
|
2022
Q1 | $190K | Buy |
435
+153
| +54% | +$66.8K | ﹤0.01% | 406 |
|
|
2021
Q4 | $185K | Buy |
282
+150
| +114% | +$98.4K | ﹤0.01% | 411 |
|
|
2021
Q3 | $88K | Hold |
132
| – | – | ﹤0.01% | 502 |
|
|
2021
Q2 | $81K | Hold |
132
| – | – | ﹤0.01% | 510 |
|
|
2021
Q1 | $71K | Buy |
132
+65
| +97% | +$35K | ﹤0.01% | 540 |
|
|
2020
Q4 | $36K | Sell |
67
-3
| -4% | -$1.61K | ﹤0.01% | 662 |
|
|
2020
Q3 | $23K | Buy |
70
+20
| +40% | +$6.57K | ﹤0.01% | 707 |
|
|
2020
Q2 | $14K | Sell |
50
-100
| -67% | -$28K | ﹤0.01% | 713 |
|
|
2020
Q1 | $26K | Buy |
150
+100
| +200% | +$17.3K | ﹤0.01% | 592 |
|
|
2019
Q4 | $14K | Buy |
+50
| New | +$14K | ﹤0.01% | 767 |
|