JFS Wealth Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27K | Buy |
12
+9
| +300% | +$1.7K | ﹤0.01% | 1359 |
|
|
2025
Q1 | $477 | Sell |
3
-12
| -80% | -$1.91K | ﹤0.01% | 1769 |
|
|
2024
Q4 | $3.13K | Buy |
15
+7
| +88% | +$1.46K | ﹤0.01% | 1303 |
|
|
2024
Q3 | $2.04K | Sell |
8
-6
| -43% | -$1.53K | ﹤0.01% | 1483 |
|
|
2024
Q2 | $3.38K | Buy |
14
+1
| +8% | +$242 | ﹤0.01% | 1222 |
|
|
2024
Q1 | $4.26K | Buy |
13
+3
| +30% | +$984 | ﹤0.01% | 1156 |
|
|
2023
Q4 | $2.74K | Hold |
10
| – | – | ﹤0.01% | 1299 |
|
|
2023
Q3 | $3.05K | Sell |
10
-3
| -23% | -$916 | ﹤0.01% | 1206 |
|
|
2023
Q2 | $4.6K | Hold |
13
| – | – | ﹤0.01% | 1042 |
|
|
2023
Q1 | $4.34K | Buy |
13
+6
| +86% | +$2.01K | ﹤0.01% | 1053 |
|
|
2022
Q4 | $1.48K | Hold |
7
| – | – | ﹤0.01% | 1483 |
|
|
2022
Q3 | $1K | Sell |
7
-6
| -46% | -$857 | ﹤0.01% | 1465 |
|
|
2022
Q2 | $3K | Buy |
13
+5
| +63% | +$1.15K | ﹤0.01% | 1141 |
|
|
2022
Q1 | $3K | Sell |
8
-7
| -47% | -$2.63K | ﹤0.01% | 1199 |
|
|
2021
Q4 | $10K | Sell |
15
-76
| -84% | -$50.7K | ﹤0.01% | 681 |
|
|
2021
Q3 | $61K | Buy |
+91
| New | +$61K | 0.01% | 385 |
|
|
2020
Q4 | – | Sell |
-12
| Closed | -$4K | – | 569 |
|
|
2020
Q3 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 455 |
|