Trust Company of Vermont’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-692
| Closed | -$144K | – | 1034 |
|
|
2024
Q4 | $144K | Buy |
692
+532
| +333% | +$111K | 0.01% | 376 |
|
|
2024
Q3 | $40.7K | Hold |
160
| – | – | ﹤0.01% | 551 |
|
|
2024
Q2 | $38.6K | Buy |
+160
| New | +$38.6K | ﹤0.01% | 529 |
|
|
2024
Q1 | – | Sell |
-37
| Closed | -$10.1K | – | 848 |
|
|
2023
Q4 | $10.1K | Buy |
37
+22
| +147% | +$6.03K | ﹤0.01% | 613 |
|
|
2023
Q3 | $4.58K | Hold |
15
| – | – | ﹤0.01% | 719 |
|
|
2023
Q2 | $5.31K | Hold |
15
| – | – | ﹤0.01% | 730 |
|
|
2023
Q1 | $5.01K | Sell |
15
-22
| -59% | -$7.35K | ﹤0.01% | 773 |
|
|
2022
Q4 | $7.8K | Hold |
37
| – | – | ﹤0.01% | 726 |
|
|
2022
Q3 | $8K | Hold |
37
| – | – | ﹤0.01% | 747 |
|
|
2022
Q2 | $9K | Buy |
+37
| New | +$9K | ﹤0.01% | 694 |
|
|
2022
Q1 | – | Sell |
-75
| Closed | -$49K | – | 322 |
|
|
2021
Q4 | $49K | Buy |
+75
| New | +$49K | ﹤0.01% | 485 |
|
|
2021
Q3 | – | Sell |
-75
| Closed | -$46K | – | 314 |
|
|
2021
Q2 | $46K | Sell |
75
-7
| -9% | -$4.29K | ﹤0.01% | 492 |
|
|
2021
Q1 | $44K | Sell |
82
-93
| -53% | -$49.9K | ﹤0.01% | 479 |
|
|
2020
Q4 | $94K | Hold |
175
| – | – | 0.01% | 381 |
|
|
2020
Q3 | $57K | Hold |
175
| – | – | 0.01% | 423 |
|
|
2020
Q2 | $48K | Hold |
175
| – | – | ﹤0.01% | 442 |
|
|
2020
Q1 | $30K | Sell |
175
-35
| -17% | -$6K | ﹤0.01% | 503 |
|
|
2019
Q4 | $59K | Sell |
210
-100
| -32% | -$28.1K | ﹤0.01% | 452 |
|
|
2019
Q3 | $56K | Sell |
310
-8
| -3% | -$1.45K | ﹤0.01% | 470 |
|
|
2019
Q2 | $87K | Hold |
318
| – | – | 0.01% | 414 |
|
|
2019
Q1 | $90K | Sell |
318
-392
| -55% | -$111K | 0.01% | 410 |
|
|
2018
Q4 | $149K | Sell |
710
-65
| -8% | -$13.6K | 0.01% | 333 |
|
|
2018
Q3 | $303K | Sell |
775
-130
| -14% | -$50.8K | 0.03% | 271 |
|
|
2018
Q2 | $309K | Hold |
905
| – | – | 0.03% | 270 |
|
|
2018
Q1 | $227K | Sell |
905
-55
| -6% | -$13.8K | 0.02% | 296 |
|
|
2017
Q4 | $213K | Hold |
960
| – | – | 0.02% | 311 |
|
|
2017
Q3 | $179K | Sell |
960
-50
| -5% | -$9.32K | 0.02% | 330 |
|
|
2017
Q2 | $152K | Buy |
1,010
+135
| +15% | +$20.3K | 0.02% | 351 |
|
|
2017
Q1 | $100K | Hold |
875
| – | – | 0.01% | 395 |
|
|
2016
Q4 | $84K | Buy |
875
+175
| +25% | +$16.8K | 0.01% | 400 |
|
|
2016
Q3 | $66K | Buy |
700
+599
| +593% | +$56.5K | 0.01% | 404 |
|
|
2016
Q2 | $8K | Buy |
+101
| New | +$8K | ﹤0.01% | 632 |
|