WealthTrust Axiom’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 |
-963
| Closed | -$201K | – | 257 |
|
|
2024
Q4 | $201K | Sell |
963
-11
| -1% | -$2.29K | 0.06% | 233 |
|
|
2024
Q3 | $248K | Hold |
974
| – | – | 0.07% | 210 |
|
|
2024
Q2 | $235K | Hold |
974
| – | – | 0.08% | 204 |
|
|
2024
Q1 | $319K | Hold |
974
| – | – | 0.1% | 174 |
|
|
2023
Q4 | $267K | Sell |
974
-950
| -49% | -$260K | 0.09% | 190 |
|
|
2023
Q3 | $587K | Sell |
1,924
-400
| -17% | -$122K | 0.21% | 100 |
|
|
2023
Q2 | $822K | Hold |
2,324
| – | – | 0.27% | 82 |
|
|
2023
Q1 | $777K | Buy |
2,324
+100
| +4% | +$33.4K | 0.26% | 82 |
|
|
2022
Q4 | $469K | Buy |
2,224
+540
| +32% | +$114K | 0.16% | 128 |
|
|
2022
Q3 | $348K | Buy |
1,684
+750
| +80% | +$155K | 0.13% | 146 |
|
|
2022
Q2 | $221K | Buy |
934
+350
| +60% | +$82.8K | 0.08% | 203 |
|
|
2022
Q1 | $254K | Buy |
+584
| New | +$254K | 0.08% | 198 |
|
|
2015
Q3 | – | Sell |
-5,000
| Closed | -$313K | – | 223 |
|
|
2015
Q2 | $313K | Hold |
5,000
| – | – | 0.12% | 142 |
|
|
2015
Q1 | $268K | Hold |
5,000
| – | – | 0.1% | 163 |
|
|
2014
Q4 | $279K | Hold |
5,000
| – | – | 0.1% | 160 |
|
|
2014
Q3 | $258K | Hold |
5,000
| – | – | 0.09% | 165 |
|
|
2014
Q2 | $280K | Hold |
5,000
| – | – | 0.09% | 155 |
|
|
2014
Q1 | $258K | Sell |
5,000
-70
| -1% | -$3.61K | 0.09% | 153 |
|
|
2013
Q4 | $289K | Hold |
5,070
| – | – | 0.11% | 128 |
|
|
2013
Q3 | $243K | Buy |
+5,070
| New | +$243K | 0.1% | 139 |
|