SVB Wealth’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 | – | Sell |
-229
| Closed | -$36.4K | – | 487 |
|
|
2025
Q1 | $36.4K | Buy |
+229
| New | +$36.4K | ﹤0.01% | 608 |
|
|
2024
Q2 | – | Sell |
-732
| Closed | -$240K | – | 750 |
|
|
2024
Q1 | $240K | Buy |
+732
| New | +$240K | 0.01% | 700 |
|
|
2023
Q3 | – | Sell |
-644
| Closed | -$228K | – | 867 |
|
|
2023
Q2 | $228K | Sell |
644
-152
| -19% | -$53.8K | ﹤0.01% | 780 |
|
|
2023
Q1 | $266K | Buy |
+796
| New | +$266K | ﹤0.01% | 770 |
|
|
2021
Q4 | – | Sell |
-479
| Closed | -$319K | – | 808 |
|
|
2021
Q3 | $319K | Buy |
479
+148
| +45% | +$98.6K | ﹤0.01% | 760 |
|
|
2021
Q2 | $202K | Buy |
+331
| New | +$202K | ﹤0.01% | 890 |
|
|
2015
Q2 | – | Sell |
-8,651
| Closed | -$465K | – | 551 |
|
|
2015
Q1 | $465K | Buy |
+8,651
| New | +$465K | 0.02% | 425 |
|