Toth Financial Advisory’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20	Closed	-$5.09K	–	701
2024 Q3	$5.09K	Hold	20	–	–	﹤0.01%	519
2024 Q2	$4.83K	Hold	20	–	–	﹤0.01%	529
2024 Q1	$6.56K	Sell	20 -6	-23%	-$1.76K	﹤0.01%	496
2023 Q4	$7.12K	Sell	26 -7	-21%	-$1.66K	﹤0.01%	490
2023 Q3	$10.1K	Buy	33 +1	+3%	+$346	﹤0.01%	438
2023 Q2	$11.3K	Hold	32	–	–	﹤0.01%	452
2023 Q1	$10.7K	Buy	32 +12	+60%	+$3.54K	﹤0.01%	448
2022 Q4	$4.22K	Hold	20	–	–	﹤0.01%	520
2022 Q3	$4K	Hold	20	–	–	﹤0.01%	563
2022 Q2	$5K	Hold	20	–	–	﹤0.01%	500
2022 Q1	$9K	Hold	20	–	–	﹤0.01%	483
2021 Q4	$13K	Sell	20 -340	-94%	-$219K	﹤0.01%	451
2021 Q3	$240K	Buy	+360	New	+$244K	0.04%	187
2020 Q2	–	Sell	-25	Closed	-$4K	–	547
2020 Q1	$4K	Buy	+25	New	+$5.99K	﹤0.01%	341