Wealth Enhancement Advisory Services’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
11,192
+1,812
| +19% | +$357K | ﹤0.01% | 1308 |
|
|
2025
Q1 | $1.49M | Buy |
9,380
+2,881
| +44% | +$458K | ﹤0.01% | 1392 |
|
|
2024
Q4 | $1.36M | Sell |
6,499
-1,209
| -16% | -$252K | ﹤0.01% | 1379 |
|
|
2024
Q3 | $1.96M | Buy |
7,708
+1,683
| +28% | +$428K | ﹤0.01% | 1060 |
|
|
2024
Q2 | $1.45M | Sell |
6,025
-269
| -4% | -$64.9K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $2.06M | Buy |
6,294
+697
| +12% | +$229K | 0.01% | 929 |
|
|
2023
Q4 | $1.53M | Sell |
5,597
-3,840
| -41% | -$1.05M | ﹤0.01% | 993 |
|
|
2023
Q3 | $2.88M | Buy |
+9,437
| New | +$2.88M | 0.01% | 732 |
|
|
2019
Q2 | – | Sell |
-4,276
| Closed | -$1.27M | – | 200 |
|
|
2019
Q1 | $1.27M | Buy |
+4,276
| New | +$1.27M | 0.07% | 113 |
|
|
2018
Q3 | – | Sell |
-4,040
| Closed | -$1.41M | – | 167 |
|
|
2018
Q2 | $1.41M | Buy |
+4,040
| New | +$1.41M | 0.09% | 88 |
|
|
2018
Q1 | – | Sell |
-8,011
| Closed | -$2.07M | – | 141 |
|
|
2017
Q4 | $2.07M | Buy |
+8,011
| New | +$2.07M | 0.15% | 78 |
|