LBMC Investment Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
2,000
-500
| -20% | -$94.7K | 0.03% | 146 |
|
|
2025
Q1 | $397K | Hold |
2,500
| – | – | 0.03% | 131 |
|
|
2024
Q4 | $521K | Hold |
2,500
| – | – | 0.04% | 114 |
|
|
2024
Q3 | $636K | Hold |
2,500
| – | – | 0.05% | 99 |
|
|
2024
Q2 | $604K | Buy |
2,500
+500
| +25% | +$121K | 0.05% | 96 |
|
|
2024
Q1 | $656K | Buy |
+2,000
| New | +$656K | 0.06% | 95 |
|