IWA
Icon Wealth Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
+562
| New | +$106K | 0.01% | 495 |
|
|
2025
Q1 | – | Sell |
-941
| Closed | -$196K | – | 477 |
|
|
2024
Q4 | $196K | Sell |
941
-117
| -11% | -$24.4K | 0.02% | 369 |
|
|
2024
Q3 | $269K | Sell |
1,058
-380
| -26% | -$96.6K | 0.02% | 308 |
|
|
2024
Q2 | $333K | Sell |
1,438
-3,206
| -69% | -$743K | 0.03% | 267 |
|
|
2024
Q1 | $1.52M | Sell |
4,644
-206
| -4% | -$67.6K | 0.14% | 115 |
|
|
2023
Q4 | $1.33M | Buy |
+4,850
| New | +$1.33M | 0.14% | 110 |
|
|
2022
Q4 | $893K | Sell |
4,234
-706
| -14% | -$149K | 0.1% | 143 |
|
|
2022
Q3 | $1.02M | Buy |
+4,940
| New | +$1.02M | 0.12% | 132 |
|