Valeo Financial Advisors’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 | $327K | Buy |
+1,727
| New | +$327K | 0.01% | 552 |
|
|
2025
Q1 | – | Sell |
-1,696
| Closed | -$354K | – | 681 |
|
|
2024
Q4 | $354K | Sell |
1,696
-983
| -37% | -$205K | 0.01% | 484 |
|
|
2024
Q3 | $681K | Buy |
2,679
+1,431
| +115% | +$364K | 0.02% | 335 |
|
|
2024
Q2 | $301K | Buy |
+1,248
| New | +$301K | 0.01% | 516 |
|
|
2021
Q2 | – | Sell |
-28
| Closed | -$15K | – | 498 |
|
|
2021
Q1 | $15K | Sell |
28
-9
| -24% | -$4.82K | ﹤0.01% | 1171 |
|
|
2020
Q4 | $20K | Buy |
37
+9
| +32% | +$4.87K | ﹤0.01% | 1001 |
|
|
2020
Q3 | $9K | Sell |
28
-16
| -36% | -$5.14K | ﹤0.01% | 1055 |
|
|
2020
Q2 | $12K | Sell |
44
-80
| -65% | -$21.8K | ﹤0.01% | 1149 |
|
|
2020
Q1 | $23K | Buy |
124
+27
| +28% | +$5.01K | ﹤0.01% | 822 |
|
|
2019
Q4 | $27K | Buy |
97
+69
| +246% | +$19.2K | ﹤0.01% | 830 |
|
|
2019
Q3 | $5K | Hold |
28
| – | – | ﹤0.01% | 1169 |
|
|
2019
Q2 | $8K | Hold |
28
| – | – | ﹤0.01% | 1061 |
|
|
2019
Q1 | $8K | Hold |
28
| – | – | ﹤0.01% | 1006 |
|
|
2018
Q4 | $6K | Sell |
28
-37
| -57% | -$7.93K | ﹤0.01% | 990 |
|
|
2018
Q3 | $14K | Hold |
65
| – | – | ﹤0.01% | 851 |
|
|
2018
Q2 | $24K | Sell |
65
-25
| -28% | -$9.23K | ﹤0.01% | 701 |
|
|
2018
Q1 | $23K | Sell |
90
-33
| -27% | -$8.43K | ﹤0.01% | 666 |
|
|
2017
Q4 | $27K | Sell |
123
-2
| -2% | -$439 | ﹤0.01% | 595 |
|
|
2017
Q3 | $23K | Buy |
+125
| New | +$23K | 0.01% | 528 |
|