IFP Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $129K | Buy |
751
+23
| +3% | +$4.03K | ﹤0.01% | 1664 |
|
|
2025
Q4 | $114K | Sell |
728
-59
| -7% | -$8.46K | ﹤0.01% | 1719 |
|
|
2025
Q3 | $98.5K | Sell |
787
-640
| -45% | -$100K | ﹤0.01% | 1692 |
|
|
2025
Q2 | $270K | Buy |
1,427
+77
| +6% | +$13.6K | 0.01% | 1116 |
|
|
2025
Q1 | $215K | Buy |
1,350
+8
| +0.6% | +$1.57K | 0.01% | 1142 |
|
|
2024
Q4 | $280K | Sell |
1,342
-4
| -0.3% | -$894 | 0.01% | 967 |
|
|
2024
Q3 | $343K | Buy |
1,346
+91
| +7% | +$21.5K | 0.01% | 841 |
|
|
2024
Q2 | $303K | Buy |
1,255
+994
| +381% | +$277K | 0.01% | 830 |
|
|
2024
Q1 | $85.6K | Buy |
261
+10
| +4% | +$2.93K | ﹤0.01% | 1354 |
|
|
2023
Q4 | $68.8K | Sell |
251
-56
| -18% | -$13.3K | ﹤0.01% | 1409 |
|
|
2023
Q3 | $93.7K | Sell |
307
-272
| -47% | -$94K | ﹤0.01% | 1282 |
|
|
2023
Q2 | $205K | Sell |
579
-9
| -2% | -$2.87K | 0.01% | 1012 |
|
|
2023
Q1 | $196K | Sell |
588
-240
| -29% | -$70.8K | 0.01% | 956 |
|
|
2022
Q4 | $283K | Sell |
828
-743
| -47% | -$149K | 0.01% | 1167 |
|
|
2022
Q3 | $550K | Buy |
1,571
+124
| +9% | +$31.9K | 0.01% | 881 |
|
|
2022
Q2 | $506K | Hold |
1,447
| – | – | 0.02% | 847 |
|
|
2022
Q1 | $506K | Buy |
1,447
+1,131
| +358% | +$550K | 0.02% | 847 |
|
|
2021
Q4 | $211K | Sell |
316
-4
| -1% | -$2.57K | ﹤0.01% | 922 |
|
|
2021
Q3 | $217K | Buy |
320
+49
| +18% | +$33.3K | ﹤0.01% | 914 |
|
|
2021
Q2 | $164K | Sell |
271
-49
| -15% | -$29K | ﹤0.01% | 1003 |
|
|
2021
Q1 | $175K | Sell |
320
-2,222
| -87% | -$1.23M | ﹤0.01% | 898 |
|
|
2020
Q4 | $1.37M | Buy |
2,542
+2,291
| +913% | +$1.03M | 0.06% | 277 |
|
|
2020
Q3 | $81K | Buy |
251
+14
| +6% | +$4.27K | ﹤0.01% | 1083 |
|
|
2020
Q2 | $62K | Buy |
237
+101
| +74% | +$22.7K | ﹤0.01% | 1119 |
|
|
2020
Q1 | $26K | Buy |
136
+79
| +139% | +$18.9K | ﹤0.01% | 1385 |
|
|
2019
Q4 | $15K | Sell |
57
-61
| -52% | -$15.2K | ﹤0.01% | 1743 |
|
|
2019
Q3 | $21K | Buy |
+118
| New | +$24.5K | ﹤0.01% | 1732 |
|
|
2019
Q1 | $72K | Sell |
254
-464
| -65% | -$111K | 0.01% | 815 |
|
|
2018
Q4 | $150K | Sell |
718
-146
| -17% | -$36.9K | 0.01% | 990 |
|
|
2018
Q3 | $338K | Sell |
864
-19
| -2% | -$7.01K | 0.01% | 830 |
|
|
2018
Q2 | $302K | Sell |
883
-11,077
| -93% | -$3.3M | 0.01% | 871 |
|
|
2018
Q1 | $2.66M | Hold |
11,960
| – | – | 0.12% | 196 |
|
|
2017
Q4 | $2.66M | Sell |
11,960
-579
| -5% | -$132K | 0.12% | 197 |
|
|
2017
Q3 | $2.34M | Buy |
12,539
+769
| +7% | +$132K | 0.09% | 236 |
|
|
2017
Q2 | $1.77M | Buy |
11,770
+287
| +2% | +$38.9K | 0.08% | 292 |
|
|
2017
Q1 | $1.32M | Buy |
11,483
+9,906
| +628% | +$1M | 0.06% | 351 |
|
|
2016
Q4 | $152K | Buy |
1,577
+252
| +19% | +$23.4K | 0.01% | 1197 |
|
|
2016
Q3 | $124K | Buy |
1,325
+65
| +5% | +$5.88K | 0.01% | 1249 |
|
|
2016
Q2 | $101K | Buy |
1,260
+1,006
| +396% | +$76.9K | 0.01% | 1330 |
|
|
2016
Q1 | $72K | Sell |
254
-884
| -78% | -$57.9K | 0.01% | 815 |
|
|
2015
Q4 | $75K | Buy |
+1,138
| New | +$73K | 0.01% | 1338 |
|
Other funds holding ALGN
VCM
VPM
