Pacific Capital Wealth 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
Q1 | – | Sell |
-32
| Closed | -$6.67K | – | 96 |
|
|
2024
Q4 | $6.67K | Hold |
32
| – | – | ﹤0.01% | 302 |
|
|
2024
Q3 | $8.14K | Hold |
32
| – | – | ﹤0.01% | 315 |
|
|
2024
Q2 | $7.73K | Hold |
32
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $10.5K | Hold |
32
| – | – | ﹤0.01% | 225 |
|
|
2023
Q4 | $8.77K | Buy |
+32
| New | +$8.77K | ﹤0.01% | 227 |
|
|
2020
Q4 | – | Sell |
-32
| Closed | -$10K | – | 71 |
|
|
2020
Q3 | $10K | Buy |
+32
| New | +$10K | 0.01% | 172 |
|