TCA
Trifecta Capital Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Sell |
1,006
-330
| -25% | -$62.5K | 0.03% | 101 |
|
|
2025
Q1 | $212K | Sell |
1,336
-610
| -31% | -$96.9K | 0.04% | 74 |
|
|
2024
Q4 | $406K | Hold |
1,946
| – | – | 0.08% | 66 |
|
|
2024
Q3 | $495K | Sell |
1,946
-210
| -10% | -$53.4K | 0.1% | 64 |
|
|
2024
Q2 | $521K | Sell |
2,156
-190
| -8% | -$45.9K | 0.12% | 61 |
|
|
2024
Q1 | $769K | Hold |
2,346
| – | – | 0.19% | 61 |
|
|
2023
Q4 | $643K | Sell |
2,346
-1
| -0% | -$274 | 0.18% | 60 |
|
|
2023
Q3 | $717K | Sell |
2,347
-500
| -18% | -$153K | 0.23% | 59 |
|
|
2023
Q2 | $1.01M | Hold |
2,847
| – | – | 0.32% | 55 |
|
|
2023
Q1 | $951K | Sell |
2,847
-350
| -11% | -$117K | 0.34% | 60 |
|
|
2022
Q4 | $674K | Buy |
+3,197
| New | +$674K | 0.27% | 66 |
|