SWM
Spire Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Buy |
71
+15
| +27% | +$2.84K | ﹤0.01% | 1631 |
|
|
2025
Q1 | $8.9K | Sell |
56
-11
| -16% | -$1.75K | ﹤0.01% | 1864 |
|
|
2024
Q4 | $14K | Sell |
67
-2
| -3% | -$417 | ﹤0.01% | 1746 |
|
|
2024
Q3 | $17.5K | Hold |
69
| – | – | ﹤0.01% | 1478 |
|
|
2024
Q2 | $16.7K | Buy |
69
+9
| +15% | +$2.17K | ﹤0.01% | 1503 |
|
|
2024
Q1 | $19.7K | Sell |
60
-26
| -30% | -$8.53K | ﹤0.01% | 1522 |
|
|
2023
Q4 | $22.9K | Sell |
86
-24
| -22% | -$6.39K | ﹤0.01% | 1486 |
|
|
2023
Q3 | $33.6K | Sell |
110
-66
| -38% | -$20.2K | ﹤0.01% | 1314 |
|
|
2023
Q2 | $62.2K | Buy |
176
+2
| +1% | +$707 | ﹤0.01% | 1114 |
|
|
2023
Q1 | $58.1K | Sell |
174
-4
| -2% | -$1.34K | ﹤0.01% | 1138 |
|
|
2022
Q4 | $38K | Buy |
178
+46
| +35% | +$9.82K | ﹤0.01% | 1083 |
|
|
2022
Q3 | $27K | Sell |
132
-4
| -3% | -$818 | ﹤0.01% | 1195 |
|
|
2022
Q2 | $32K | Sell |
136
-91
| -40% | -$21.4K | ﹤0.01% | 1475 |
|
|
2022
Q1 | $99K | Sell |
227
-16,564
| -99% | -$7.22M | ﹤0.01% | 1164 |
|
|
2021
Q4 | $11.1M | Buy |
16,791
+306
| +2% | +$202K | 0.25% | 113 |
|
|
2021
Q3 | $11M | Buy |
16,485
+16,264
| +7,359% | +$10.8M | 0.29% | 99 |
|
|
2021
Q2 | $135K | Sell |
221
-158
| -42% | -$96.5K | ﹤0.01% | 1079 |
|
|
2021
Q1 | $203K | Buy |
+379
| New | +$203K | 0.01% | 1055 |
|