OIA
Optimum Investment Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Sell |
150
-300
| -67% | -$56.8K | 0.01% | 398 |
|
|
2025
Q1 | $71.5K | Hold |
450
| – | – | 0.03% | 291 |
|
|
2024
Q4 | $93.8K | Hold |
450
| – | – | 0.04% | 259 |
|
|
2024
Q3 | $114K | Hold |
450
| – | – | 0.05% | 253 |
|
|
2024
Q2 | $109K | Hold |
450
| – | – | 0.05% | 257 |
|
|
2024
Q1 | $148K | Hold |
450
| – | – | 0.07% | 219 |
|
|
2023
Q4 | $123K | Hold |
450
| – | – | 0.06% | 233 |
|
|
2023
Q3 | $137K | Hold |
450
| – | – | 0.07% | 219 |
|
|
2023
Q2 | $159K | Hold |
450
| – | – | 0.08% | 217 |
|
|
2023
Q1 | $150K | Sell |
450
-20
| -4% | -$6.68K | 0.08% | 211 |
|
|
2022
Q4 | $99.1K | Hold |
470
| – | – | 0.05% | 263 |
|
|
2022
Q3 | $97K | Hold |
470
| – | – | 0.05% | 274 |
|
|
2022
Q2 | $111K | Sell |
470
-19
| -4% | -$4.49K | 0.06% | 271 |
|
|
2022
Q1 | $213K | Sell |
489
-21
| -4% | -$9.15K | 0.09% | 198 |
|
|
2021
Q4 | $335K | Sell |
510
-18
| -3% | -$11.8K | 0.13% | 157 |
|
|
2021
Q3 | $351K | Hold |
528
| – | – | 0.15% | 147 |
|
|
2021
Q2 | $323K | Sell |
528
-75
| -12% | -$45.9K | 0.1% | 194 |
|
|
2021
Q1 | $327K | Sell |
603
-950
| -61% | -$515K | 0.1% | 198 |
|
|
2020
Q4 | $830K | Buy |
1,553
+168
| +12% | +$89.8K | 0.25% | 93 |
|
|
2020
Q3 | $453K | Sell |
1,385
-15
| -1% | -$4.91K | 0.15% | 136 |
|
|
2020
Q2 | $384K | Hold |
1,400
| – | – | 0.13% | 152 |
|
|
2020
Q1 | $244K | Sell |
1,400
-100
| -7% | -$17.4K | 0.1% | 188 |
|
|
2019
Q4 | $419K | Hold |
1,500
| – | – | 0.12% | 179 |
|
|
2019
Q3 | $271K | Hold |
1,500
| – | – | 0.09% | 224 |
|
|
2019
Q2 | $411K | Sell |
1,500
-50
| -3% | -$13.7K | 0.13% | 166 |
|
|
2019
Q1 | $441K | Sell |
1,550
-550
| -26% | -$156K | 0.14% | 159 |
|
|
2018
Q4 | $440K | Sell |
2,100
-575
| -21% | -$120K | 0.15% | 159 |
|
|
2018
Q3 | $1.05M | Buy |
2,675
+125
| +5% | +$48.9K | 0.29% | 88 |
|
|
2018
Q2 | $872K | Hold |
2,550
| – | – | 0.25% | 106 |
|
|
2018
Q1 | $640K | Buy |
2,550
+250
| +11% | +$62.7K | 0.19% | 132 |
|
|
2017
Q4 | $511K | Hold |
2,300
| – | – | 0.16% | 161 |
|
|
2017
Q3 | $428K | Hold |
2,300
| – | – | 0.14% | 187 |
|
|
2017
Q2 | $345K | Hold |
2,300
| – | – | 0.12% | 199 |
|
|
2017
Q1 | $264K | Buy |
+2,300
| New | +$264K | 0.09% | 235 |
|