Stonehage Fleming Financial Services’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
+2,662
| New | +$504K | 0.01% | 102 |
|
|
2025
Q1 | – | Sell |
-2,299
| Closed | -$479K | – | 195 |
|
|
2024
Q4 | $479K | Hold |
2,299
| – | – | 0.01% | 107 |
|
|
2024
Q3 | $585K | Sell |
2,299
-8
| -0.3% | -$2.04K | 0.02% | 96 |
|
|
2024
Q2 | $557K | Buy |
+2,307
| New | +$557K | 0.01% | 86 |
|
|
2024
Q1 | – | Sell |
-2,352
| Closed | -$644K | – | 183 |
|
|
2023
Q4 | $644K | Buy |
2,352
+745
| +46% | +$204K | 0.02% | 81 |
|
|
2023
Q3 | $494K | Sell |
1,607
-130
| -7% | -$40K | 0.04% | 111 |
|
|
2023
Q2 | $594K | Buy |
+1,737
| New | +$594K | 0.02% | 95 |
|