Wedmont Private Capital’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 | $334K | Buy |
1,665
+199
| +14% | +$39.9K | 0.01% | 537 |
|
|
2025
Q1 | $241K | Buy |
1,466
+139
| +10% | +$22.8K | 0.01% | 582 |
|
|
2024
Q4 | $281K | Sell |
1,327
-82
| -6% | -$17.4K | 0.01% | 554 |
|
|
2024
Q3 | $331K | Buy |
1,409
+158
| +13% | +$37.1K | 0.02% | 488 |
|
|
2024
Q2 | $304K | Buy |
1,251
+1
| +0.1% | +$243 | 0.02% | 491 |
|
|
2024
Q1 | $413K | Buy |
1,250
+57
| +5% | +$18.8K | 0.03% | 369 |
|
|
2023
Q4 | $327K | Buy |
1,193
+55
| +5% | +$15.1K | 0.03% | 403 |
|
|
2023
Q3 | $323K | Buy |
1,138
+90
| +9% | +$25.6K | 0.03% | 356 |
|
|
2023
Q2 | $385K | Sell |
1,048
-28
| -3% | -$10.3K | 0.04% | 319 |
|
|
2023
Q1 | $356K | Buy |
1,076
+1
| +0.1% | +$331 | 0.05% | 295 |
|
|
2022
Q4 | $237K | Buy |
+1,075
| New | +$237K | 0.04% | 394 |
|