NewEdge Advisors’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 | $302K | Buy |
1,593
+1,336
| +520% | +$253K | ﹤0.01% | 2018 |
|
|
2025
Q1 | $40.8K | Sell |
257
-62
| -19% | -$9.85K | ﹤0.01% | 2619 |
|
|
2024
Q4 | $66.5K | Sell |
319
-234
| -42% | -$48.8K | ﹤0.01% | 2416 |
|
|
2024
Q3 | $141K | Sell |
553
-776
| -58% | -$197K | ﹤0.01% | 2090 |
|
|
2024
Q2 | $321K | Buy |
1,329
+46
| +4% | +$11.1K | ﹤0.01% | 1680 |
|
|
2024
Q1 | $421K | Sell |
1,283
-190
| -13% | -$62.3K | ﹤0.01% | 1444 |
|
|
2023
Q4 | $404K | Sell |
1,473
-388
| -21% | -$106K | ﹤0.01% | 1401 |
|
|
2023
Q3 | $568K | Buy |
1,861
+1,367
| +277% | +$417K | 0.01% | 1113 |
|
|
2023
Q2 | $175K | Buy |
494
+6
| +1% | +$2.12K | ﹤0.01% | 1684 |
|
|
2023
Q1 | $163K | Sell |
488
-409
| -46% | -$137K | ﹤0.01% | 1606 |
|
|
2022
Q4 | $56.7K | Sell |
897
-1,602
| -64% | -$101K | ﹤0.01% | 1666 |
|
|
2022
Q3 | $518K | Buy |
2,499
+296
| +13% | +$61.4K | 0.01% | 945 |
|
|
2022
Q2 | $521K | Buy |
+2,203
| New | +$521K | 0.01% | 961 |
|
|
2022
Q1 | – | Sell |
-1,322
| Closed | -$869K | – | 1160 |
|
|
2021
Q4 | $869K | Buy |
1,322
+862
| +187% | +$567K | 0.01% | 802 |
|
|
2021
Q3 | $306K | Buy |
+460
| New | +$306K | 0.01% | 892 |
|
|
2020
Q4 | – | Sell |
-2,036
| Closed | -$666K | – | 974 |
|
|
2020
Q3 | $666K | Buy |
2,036
+56
| +3% | +$18.3K | 0.02% | 484 |
|
|
2020
Q2 | $544K | Sell |
1,980
-953
| -32% | -$262K | 0.02% | 513 |
|
|
2020
Q1 | $510K | Buy |
2,933
+848
| +41% | +$147K | 0.02% | 447 |
|
|
2019
Q4 | $582K | Buy |
+2,085
| New | +$582K | 0.02% | 482 |
|
|
2018
Q4 | – | Sell |
-1,727
| Closed | -$676K | – | 627 |
|
|
2018
Q3 | $676K | Sell |
1,727
-318
| -16% | -$124K | 0.05% | 293 |
|
|
2018
Q2 | $696 | Buy |
2,045
+181
| +10% | +$62 | 0.06% | 257 |
|
|
2018
Q1 | $452K | Buy |
1,864
+786
| +73% | +$191K | 0.05% | 289 |
|
|
2017
Q4 | $268K | Buy |
+1,078
| New | +$268K | 0.04% | 339 |
|
|
2017
Q3 | – | Sell |
-266
| Closed | -$40.3K | – | 394 |
|
|
2017
Q2 | $40.3K | Buy |
+266
| New | +$40.3K | 0.01% | 577 |
|