Venturi Wealth Management’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 |
-465
| Closed | -$97K | – | 600 |
|
|
2024
Q4 | $97K | Buy |
465
+161
| +53% | +$33.6K | ﹤0.01% | 793 |
|
|
2024
Q3 | $77.3K | Buy |
304
+23
| +8% | +$5.85K | ﹤0.01% | 638 |
|
|
2024
Q2 | $67.8K | Buy |
281
+58
| +26% | +$14K | ﹤0.01% | 584 |
|
|
2024
Q1 | $73.1K | Sell |
223
-57
| -20% | -$18.7K | ﹤0.01% | 454 |
|
|
2023
Q4 | $76.7K | Buy |
280
+138
| +97% | +$37.8K | 0.01% | 445 |
|
|
2023
Q3 | $43.4K | Buy |
142
+7
| +5% | +$2.14K | ﹤0.01% | 492 |
|
|
2023
Q2 | $47.7K | Buy |
135
+1
| +0.7% | +$354 | ﹤0.01% | 430 |
|
|
2023
Q1 | $44.8K | Buy |
+134
| New | +$44.8K | ﹤0.01% | 482 |
|