Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$254 | – | 906 |
|
|
2024
Q3 | $254 | Buy |
+1
| New | +$236 | ﹤0.01% | 848 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | -$2.74K | – | 846 |
|
|
2023
Q4 | $2.74K | Buy |
+10
| New | +$2.37K | ﹤0.01% | 697 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$211 | – | 794 |
|
|
2022
Q4 | $211 | Sell |
1
-8
| -89% | -$1.6K | ﹤0.01% | 810 |
|
|
2022
Q3 | $2K | Buy |
9
+2
| +29% | +$515 | ﹤0.01% | 771 |
|
|
2022
Q2 | $2K | Buy |
7
+2
| +40% | +$614 | ﹤0.01% | 795 |
|
|
2022
Q1 | $2K | Sell |
5
-14
| -74% | -$6.81K | ﹤0.01% | 729 |
|
|
2021
Q4 | $12K | Buy |
19
+6
| +46% | +$3.86K | ﹤0.01% | 653 |
|
|
2021
Q3 | $9K | Hold |
13
| – | – | ﹤0.01% | 698 |
|
|
2021
Q2 | $8K | Hold |
13
| – | – | ﹤0.01% | 704 |
|
|
2021
Q1 | $7K | Sell |
13
-17
| -57% | -$9.4K | ﹤0.01% | 699 |
|
|
2020
Q4 | $16K | Sell |
30
-795
| -96% | -$357K | ﹤0.01% | 561 |
|
|
2020
Q3 | $270K | Buy |
+825
| New | +$252K | 0.09% | 121 |
|
|
2018
Q4 | – | Sell |
-8
| Closed | -$3K | – | 879 |
|
|
2018
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 634 |
|
|
2018
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 671 |
|
|
2018
Q1 | $2K | Sell |
8
-20
| -71% | -$5.14K | ﹤0.01% | 814 |
|
|
2017
Q4 | $6K | Buy |
28
+20
| +250% | +$4.54K | ﹤0.01% | 665 |
|
|
2017
Q3 | $1K | Buy |
+8
| New | +$1.37K | ﹤0.01% | 752 |
|
|
2017
Q1 | – | Sell |
-293
| Closed | -$28K | – | 869 |
|
|
2016
Q4 | $28K | Buy |
+293
| New | +$27.2K | 0.02% | 421 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$5K | – | 827 |
|
|
2014
Q1 | $5K | Buy |
+100
| New | +$5.6K | 0.01% | 460 |
|
Other funds holding ALGN
