LWA

Lowe Wealth Advisors’s Align Technology ALGN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.68K	Hold	30	–	–	﹤0.01%	277
2025 Q1	$4.77K	Hold	30	–	–	﹤0.01%	287
2024 Q4	$6.26K	Hold	30	–	–	﹤0.01%	256
2024 Q3	$7.63K	Hold	30	–	–	﹤0.01%	237
2024 Q2	$7.24K	Hold	30	–	–	﹤0.01%	237
2024 Q1	$9.84K	Hold	30	–	–	﹤0.01%	213
2023 Q4	$8.22K	Hold	30	–	–	﹤0.01%	218
2023 Q3	$9.16K	Hold	30	–	–	﹤0.01%	204
2023 Q2	$10.6K	Hold	30	–	–	0.01%	213
2023 Q1	$10K	Hold	30	–	–	0.01%	207
2022 Q4	$6.33K	Hold	30	–	–	﹤0.01%	245
2022 Q3	$6K	Hold	30	–	–	﹤0.01%	228
2022 Q2	$7K	Hold	30	–	–	﹤0.01%	207
2022 Q1	$13K	Sell	30 -35	-54%	-$15.2K	0.01%	180
2021 Q4	$43K	Hold	65	–	–	0.02%	109
2021 Q3	$43K	Hold	65	–	–	0.02%	100
2021 Q2	$40K	Hold	65	–	–	0.02%	105
2021 Q1	$35K	Hold	65	–	–	0.02%	106
2020 Q4	$35K	Hold	65	–	–	0.02%	100
2020 Q3	$21K	Hold	65	–	–	0.01%	114
2020 Q2	$18K	Hold	65	–	–	0.01%	114
2020 Q1	$11K	Hold	65	–	–	0.01%	136
2019 Q4	$18K	Hold	65	–	–	0.01%	120
2019 Q3	$12K	Sell	65 -60	-48%	-$11.1K	0.01%	137
2019 Q2	$34K	Hold	125	–	–	0.02%	85
2019 Q1	$35K	Hold	125	–	–	0.02%	75
2018 Q4	$26K	Hold	125	–	–	0.02%	90
2018 Q3	$49K	Hold	125	–	–	0.03%	65
2018 Q2	$43K	Hold	125	–	–	0.03%	66
2018 Q1	$31K	Hold	125	–	–	0.02%	90
2017 Q4	$28K	Hold	125	–	–	0.02%	92
2017 Q3	$23K	Hold	125	–	–	0.01%	102
2017 Q2	$19K	Buy	+125	New	+$19K	0.01%	99