Private Wealth Partners’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Hold	1,560	–	–	0.02%	147
2025 Q4	$244K	Buy	+1,560	New	+$224K	0.02%	151
2025 Q3	–	Sell	-1,560	Closed	-$295K	–	171
2025 Q2	$295K	Hold	1,560	–	–	0.02%	142
2025 Q1	$248K	Sell	1,560 -4,380	-74%	-$860K	0.02%	148
2024 Q4	$1.24M	Hold	5,940	–	–	0.09%	87
2024 Q3	$1.51M	Hold	5,940	–	–	0.12%	74
2024 Q2	$1.43M	Hold	5,940	–	–	0.11%	76
2024 Q1	$1.95M	Hold	5,940	–	–	0.16%	63
2023 Q4	$1.63M	Hold	5,940	–	–	0.14%	66
2023 Q3	$1.81M	Hold	5,940	–	–	0.17%	55
2023 Q2	$2.1M	Sell	5,940 -1,000	-14%	-$318K	0.19%	52
2023 Q1	$2.32M	Buy	+6,940	New	+$2.05M	0.23%	50
2021 Q1	–	Sell	-7,090	Closed	-$3.79M	–	76
2020 Q4	$3.79M	Hold	7,090	–	–	0.41%	43
2020 Q3	$2.32M	Hold	7,090	–	–	0.27%	52
2020 Q2	$1.95M	Hold	7,090	–	–	0.27%	56
2020 Q1	$1.23M	Hold	7,090	–	–	0.21%	62
2019 Q4	$1.98M	Hold	7,090	–	–	0.27%	55
2019 Q3	$1.28M	Buy	7,090 +5,530	+354%	+$1.15M	0.2%	64
2019 Q2	$427K	Hold	1,560	–	–	0.07%	92
2019 Q1	$444K	Hold	1,560	–	–	0.07%	90
2018 Q4	$327K	Hold	1,560	–	–	0.06%	80
2018 Q3	$610K	Hold	1,560	–	–	0.09%	80
2018 Q2	$534K	Hold	1,560	–	–	0.09%	87
2018 Q1	$392K	Hold	1,560	–	–	0.07%	95
2017 Q4	$347K	Hold	1,560	–	–	0.06%	106
2017 Q3	$291K	Hold	1,560	–	–	0.06%	107
2017 Q2	$234K	Buy	+1,560	New	+$212K	0.05%	105