SIAP
Sterling Investment Advisors (Pennsylvania)’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
2,261
-345
| -13% | -$65.3K | 0.09% | 137 |
|
|
2025
Q1 | $414K | Sell |
2,606
-504
| -16% | -$80.1K | 0.1% | 129 |
|
|
2024
Q4 | $648K | Sell |
3,110
-50
| -2% | -$10.4K | 0.16% | 94 |
|
|
2024
Q3 | $804K | Sell |
3,160
-100
| -3% | -$25.4K | 0.2% | 86 |
|
|
2024
Q2 | $787K | Sell |
3,260
-47
| -1% | -$11.3K | 0.21% | 84 |
|
|
2024
Q1 | $1.08M | Sell |
3,307
-125
| -4% | -$41K | 0.3% | 76 |
|
|
2023
Q4 | $940K | Sell |
3,432
-200
| -6% | -$54.8K | 0.29% | 76 |
|
|
2023
Q3 | $1.11M | Sell |
3,632
-301
| -8% | -$91.9K | 0.39% | 67 |
|
|
2023
Q2 | $1.39M | Sell |
3,933
-150
| -4% | -$53K | 0.46% | 63 |
|
|
2023
Q1 | $1.36M | Sell |
4,083
-305
| -7% | -$102K | 0.46% | 65 |
|
|
2022
Q4 | $925K | Sell |
4,388
-25
| -0.6% | -$5.27K | 0.33% | 78 |
|
|
2022
Q3 | $914K | Buy |
4,413
+300
| +7% | +$62.1K | 0.34% | 75 |
|
|
2022
Q2 | $973K | Hold |
4,113
| – | – | 0.33% | 74 |
|
|
2022
Q1 | $1.79M | Hold |
4,113
| – | – | 0.51% | 61 |
|
|
2021
Q4 | $2.7M | Sell |
4,113
-206
| -5% | -$135K | 0.76% | 43 |
|
|
2021
Q3 | $2.87M | Buy |
4,319
+50
| +1% | +$33.3K | 0.85% | 33 |
|
|
2021
Q2 | $2.61M | Hold |
4,269
| – | – | 0.76% | 40 |
|
|
2021
Q1 | $2.31M | Sell |
4,269
-147
| -3% | -$79.6K | 0.75% | 38 |
|
|
2020
Q4 | $2.36M | Sell |
4,416
-170
| -4% | -$90.9K | 0.8% | 38 |
|
|
2020
Q3 | $1.5M | Sell |
4,586
-200
| -4% | -$65.5K | 0.58% | 57 |
|
|
2020
Q2 | $1.31M | Hold |
4,786
| – | – | 0.54% | 56 |
|
|
2020
Q1 | $832K | Sell |
4,786
-250
| -5% | -$43.5K | 0.44% | 63 |
|
|
2019
Q4 | $1.41M | Sell |
5,036
-450
| -8% | -$126K | 0.65% | 48 |
|
|
2019
Q3 | $993K | Buy |
5,486
+350
| +7% | +$63.4K | 0.51% | 57 |
|
|
2019
Q2 | $1.41M | Buy |
5,136
+200
| +4% | +$54.8K | 0.72% | 46 |
|
|
2019
Q1 | $1.4M | Buy |
4,936
+925
| +23% | +$263K | 0.71% | 49 |
|
|
2018
Q4 | $840K | Sell |
4,011
-200
| -5% | -$41.9K | 0.49% | 59 |
|
|
2018
Q3 | $1.65M | Hold |
4,211
| – | – | 0.87% | 33 |
|
|
2018
Q2 | $1.44M | Sell |
4,211
-150
| -3% | -$51.3K | 0.85% | 41 |
|
|
2018
Q1 | $1.1M | Sell |
4,361
-100
| -2% | -$25.1K | 0.67% | 48 |
|
|
2017
Q4 | $991K | Sell |
4,461
-4,500
| -50% | -$1,000K | 0.61% | 51 |
|
|
2017
Q3 | $1.67M | Sell |
8,961
-2,350
| -21% | -$438K | 1.11% | 26 |
|
|
2017
Q2 | $1.7M | Sell |
11,311
-1,639
| -13% | -$246K | 1.13% | 27 |
|
|
2017
Q1 | $1.49M | Buy |
12,950
+200
| +2% | +$22.9K | 1.07% | 30 |
|
|
2016
Q4 | $1.23M | Buy |
+12,750
| New | +$1.23M | 0.98% | 35 |
|