Laird Norton Wetherby Wealth Management’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-859
| Closed | -$218K | – | 898 |
|
|
2024
Q3 | $218K | Sell |
859
-86
| -9% | -$20.3K | 0.01% | 840 |
|
|
2024
Q2 | $228K | Sell |
945
-126
| -12% | -$35.1K | 0.01% | 806 |
|
|
2024
Q1 | $351K | Sell |
1,071
-132
| -11% | -$38.7K | 0.02% | 688 |
|
|
2023
Q4 | $330K | Sell |
1,203
-355
| -23% | -$84.2K | 0.02% | 690 |
|
|
2023
Q3 | $476K | Sell |
1,558
-55
| -3% | -$19K | 0.03% | 538 |
|
|
2023
Q2 | $570K | Sell |
1,613
-32
| -2% | -$10.2K | 0.03% | 485 |
|
|
2023
Q1 | $550K | Sell |
1,645
-13
| -0.8% | -$3.83K | 0.03% | 499 |
|
|
2022
Q4 | $350K | Buy |
1,658
+145
| +10% | +$29K | 0.02% | 635 |
|
|
2022
Q3 | $313K | Buy |
1,513
+246
| +19% | +$63.3K | 0.02% | 645 |
|
|
2022
Q2 | $300K | Buy |
1,267
+36
| +3% | +$11.1K | 0.02% | 681 |
|
|
2022
Q1 | $537K | Sell |
1,231
-61
| -5% | -$29.7K | 0.03% | 501 |
|
|
2021
Q4 | $849K | Buy |
1,292
+23
| +2% | +$14.8K | 0.05% | 352 |
|
|
2021
Q3 | $844K | Buy |
1,269
+14
| +1% | +$9.51K | 0.05% | 342 |
|
|
2021
Q2 | $767K | Buy |
1,255
+232
| +23% | +$137K | 0.05% | 375 |
|
|
2021
Q1 | $554K | Sell |
1,023
-256
| -20% | -$142K | 0.04% | 406 |
|
|
2020
Q4 | $683K | Buy |
1,279
+282
| +28% | +$127K | 0.05% | 366 |
|
|
2020
Q3 | $326K | Buy |
997
+9
| +0.9% | +$2.75K | 0.03% | 499 |
|
|
2020
Q2 | $272K | Buy |
+988
| New | +$223K | 0.03% | 553 |
|
|
2020
Q1 | – | Sell |
-747
| Closed | -$208K | – | 685 |
|
|
2019
Q4 | $208K | Buy |
+747
| New | +$186K | 0.02% | 658 |
|
|
2019
Q3 | – | Sell |
-1,305
| Closed | -$357K | – | 704 |
|
|
2019
Q2 | $357K | Buy |
1,305
+134
| +11% | +$40.5K | 0.04% | 481 |
|
|
2019
Q1 | $333K | Sell |
1,171
-1,696
| -59% | -$405K | 0.04% | 478 |
|
|
2018
Q4 | $600K | Buy |
2,867
+1,942
| +210% | +$491K | 0.08% | 273 |
|
|
2018
Q3 | $362K | Buy |
925
+105
| +13% | +$38.7K | 0.04% | 451 |
|
|
2018
Q2 | $281K | Sell |
820
-5,038
| -86% | -$1.5M | 0.04% | 497 |
|
|
2018
Q1 | $1.47M | Buy |
+5,858
| New | +$1.5M | 0.2% | 106 |
|
|
2017
Q1 | – | Sell |
-3,186
| Closed | -$306K | – | 559 |
|
|
2016
Q4 | $306K | Buy |
+3,186
| New | +$296K | 0.06% | 401 |
|
Other funds holding ALGN
