Modera Wealth Management’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 | $2.58M | Sell |
13,653
-1,694
| -11% | -$321K | 0.03% | 236 |
|
|
2025
Q1 | $2.44M | Buy |
15,347
+481
| +3% | +$76.4K | 0.03% | 226 |
|
|
2024
Q4 | $3.1M | Buy |
14,866
+384
| +3% | +$80.1K | 0.04% | 213 |
|
|
2024
Q3 | $3.68M | Sell |
14,482
-1,100
| -7% | -$280K | 0.05% | 190 |
|
|
2024
Q2 | $3.76M | Sell |
15,582
-1,359
| -8% | -$328K | 0.06% | 181 |
|
|
2024
Q1 | $5.56M | Buy |
16,941
+1,413
| +9% | +$463K | 0.08% | 148 |
|
|
2023
Q4 | $4.25M | Buy |
15,528
+1,218
| +9% | +$334K | 0.07% | 166 |
|
|
2023
Q3 | $4.37M | Buy |
14,310
+650
| +5% | +$198K | 0.08% | 160 |
|
|
2023
Q2 | $4.83M | Buy |
+13,660
| New | +$4.83M | 0.09% | 152 |
|