NIM
NEOS Investment Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
7,308
+3,284
| +82% | +$622K | 0.02% | 436 |
|
|
2025
Q1 | $639K | Buy |
4,024
+3,059
| +317% | +$486K | 0.01% | 489 |
|
|
2024
Q4 | $201K | Sell |
965
-7
| -0.7% | -$1.46K | ﹤0.01% | 584 |
|
|
2024
Q3 | $247K | Hold |
972
| – | – | 0.01% | 555 |
|
|
2024
Q2 | $235K | Hold |
972
| – | – | 0.01% | 546 |
|
|
2024
Q1 | $319K | Sell |
972
-15
| -2% | -$4.92K | 0.02% | 481 |
|
|
2023
Q4 | $270K | Sell |
987
-2,405
| -71% | -$659K | 0.03% | 421 |
|
|
2023
Q3 | $1.04M | Buy |
+3,392
| New | +$1.04M | 0.13% | 147 |
|