Integrated Wealth Concepts’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 | $918K | Buy |
4,848
+1,363
| +39% | +$258K | 0.01% | 971 |
|
|
2025
Q1 | $554K | Sell |
3,485
-111
| -3% | -$17.6K | 0.01% | 1098 |
|
|
2024
Q4 | $750K | Sell |
3,596
-84
| -2% | -$17.5K | 0.01% | 950 |
|
|
2024
Q3 | $937K | Sell |
3,680
-66
| -2% | -$16.8K | 0.01% | 828 |
|
|
2024
Q2 | $904K | Buy |
3,746
+1,590
| +74% | +$384K | 0.01% | 804 |
|
|
2024
Q1 | $707K | Buy |
2,156
+2
| +0.1% | +$656 | 0.01% | 900 |
|
|
2023
Q4 | $590K | Sell |
2,154
-142
| -6% | -$38.9K | 0.01% | 926 |
|
|
2023
Q3 | $701K | Buy |
2,296
+23
| +1% | +$7.02K | 0.01% | 837 |
|
|
2023
Q2 | $804K | Buy |
2,273
+1,164
| +105% | +$412K | 0.01% | 771 |
|
|
2023
Q1 | $371K | Buy |
1,109
+76
| +7% | +$25.4K | 0.01% | 970 |
|
|
2022
Q4 | $218K | Sell |
1,033
-274
| -21% | -$57.8K | 0.01% | 920 |
|
|
2022
Q3 | $271K | Buy |
1,307
+249
| +24% | +$51.6K | 0.01% | 767 |
|
|
2022
Q2 | $250K | Buy |
1,058
+34
| +3% | +$8.03K | 0.01% | 807 |
|
|
2022
Q1 | $446K | Sell |
1,024
-1,076
| -51% | -$469K | 0.01% | 605 |
|
|
2021
Q4 | $1.38M | Sell |
2,100
-103
| -5% | -$67.7K | 0.04% | 334 |
|
|
2021
Q3 | $1.47M | Buy |
2,203
+101
| +5% | +$67.2K | 0.05% | 300 |
|
|
2021
Q2 | $1.28M | Buy |
2,102
+26
| +1% | +$15.9K | 0.05% | 290 |
|
|
2021
Q1 | $1.12M | Sell |
2,076
-37
| -2% | -$20K | 0.05% | 272 |
|
|
2020
Q4 | $1.13M | Buy |
2,113
+144
| +7% | +$76.9K | 0.05% | 231 |
|
|
2020
Q3 | $645K | Buy |
1,969
+212
| +12% | +$69.4K | 0.04% | 292 |
|
|
2020
Q2 | $482K | Buy |
1,757
+241
| +16% | +$66.1K | 0.03% | 293 |
|
|
2020
Q1 | $264K | Buy |
1,516
+6
| +0.4% | +$1.05K | 0.02% | 334 |
|
|
2019
Q4 | $421K | Buy |
1,510
+71
| +5% | +$19.8K | 0.04% | 299 |
|
|
2019
Q3 | $260K | Buy |
1,439
+254
| +21% | +$45.9K | 0.03% | 343 |
|
|
2019
Q2 | $327K | Buy |
1,185
+131
| +12% | +$36.1K | 0.04% | 255 |
|
|
2019
Q1 | $300K | Buy |
+1,054
| New | +$300K | 0.05% | 239 |
|
|
2018
Q4 | – | Sell |
-990
| Closed | -$388K | – | 267 |
|
|
2018
Q3 | $388K | Buy |
990
+43
| +5% | +$16.9K | 0.12% | 143 |
|
|
2018
Q2 | $322K | Buy |
+947
| New | +$322K | 0.11% | 148 |
|