Optimum Investment Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.7K | Sell |
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|
2025
Q2 | $28.4K | Sell |
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|
2025
Q1 | $71.5K | Hold |
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|
2024
Q4 | $93.8K | Hold |
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|
2024
Q3 | $114K | Hold |
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|
2024
Q2 | $109K | Hold |
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|
2024
Q1 | $148K | Hold |
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|
2023
Q4 | $123K | Hold |
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|
2023
Q3 | $137K | Hold |
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|
2023
Q2 | $159K | Hold |
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|
2023
Q1 | $150K | Sell |
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|
2022
Q4 | $99.1K | Hold |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $111K | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $335K | Sell |
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|
2021
Q3 | $351K | Hold |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $327K | Sell |
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|
2020
Q4 | $830K | Buy |
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|
2020
Q3 | $453K | Sell |
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|
2020
Q2 | $384K | Hold |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $419K | Hold |
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|
2019
Q3 | $271K | Hold |
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|
2019
Q2 | $411K | Sell |
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|
2019
Q1 | $441K | Sell |
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|
2018
Q4 | $440K | Sell |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $872K | Hold |
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|
2018
Q1 | $640K | Buy |
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|
2017
Q4 | $511K | Hold |
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|
2017
Q3 | $428K | Hold |
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|
2017
Q2 | $345K | Hold |
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|
2017
Q1 | $264K | Buy |
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