OCM
Orion Capital Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9K | Hold |
200
| – | – | 0.01% | 270 |
|
|
2025
Q1 | $31.8K | Hold |
200
| – | – | 0.01% | 278 |
|
|
2024
Q4 | $41.7K | Buy |
+200
| New | +$41.7K | 0.02% | 247 |
|
|
2024
Q3 | – | Sell |
-200
| Closed | -$48.3K | – | 142 |
|
|
2024
Q2 | $48.3K | Hold |
200
| – | – | 0.03% | 232 |
|
|
2024
Q1 | $65.6K | Hold |
200
| – | – | 0.03% | 207 |
|
|
2023
Q4 | $54.8K | Hold |
200
| – | – | 0.03% | 227 |
|
|
2023
Q3 | $61.1K | Buy |
+200
| New | +$61.1K | 0.04% | 196 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$100K | – | 141 |
|
|
2023
Q1 | $100K | Hold |
300
| – | – | 0.07% | 157 |
|
|
2022
Q4 | $63.3K | Hold |
300
| – | – | 0.05% | 179 |
|
|
2022
Q3 | $62K | Hold |
300
| – | – | 0.05% | 177 |
|
|
2022
Q2 | $71K | Hold |
300
| – | – | 0.06% | 171 |
|
|
2022
Q1 | $131K | Hold |
300
| – | – | 0.08% | 145 |
|
|
2021
Q4 | $197K | Hold |
300
| – | – | 0.11% | 120 |
|
|
2021
Q3 | $200K | Hold |
300
| – | – | 0.12% | 111 |
|
|
2021
Q2 | $183K | Sell |
300
-180
| -38% | -$110K | 0.11% | 115 |
|
|
2021
Q1 | $260K | Sell |
480
-100
| -17% | -$54.2K | 0.18% | 92 |
|
|
2020
Q4 | $310K | Buy |
+580
| New | +$310K | 0.23% | 79 |
|