YHB Investment Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,297
| Closed | -$435K | – | 300 |
|
|
2025
Q2 | $435K | Sell |
2,297
-610
| -21% | -$108K | 0.03% | 221 |
|
|
2025
Q1 | $462K | Sell |
2,907
-1,120
| -28% | -$220K | 0.04% | 209 |
|
|
2024
Q4 | $840K | Sell |
4,027
-5,250
| -57% | -$1.17M | 0.07% | 159 |
|
|
2024
Q3 | $2.36M | Sell |
9,277
-444
| -5% | -$105K | 0.2% | 102 |
|
|
2024
Q2 | $2.35M | Buy |
9,721
+1,611
| +20% | +$449K | 0.2% | 102 |
|
|
2024
Q1 | $2.66M | Sell |
8,110
-260
| -3% | -$76.3K | 0.24% | 95 |
|
|
2023
Q4 | $2.29M | Sell |
8,370
-392
| -4% | -$92.9K | 0.22% | 100 |
|
|
2023
Q3 | $2.68M | Buy |
8,762
+141
| +2% | +$48.7K | 0.25% | 97 |
|
|
2023
Q2 | $3.05M | Buy |
8,621
+3,191
| +59% | +$1.02M | 0.28% | 92 |
|
|
2023
Q1 | $1.81M | Buy |
5,430
+585
| +12% | +$173K | 0.18% | 110 |
|
|
2022
Q4 | $1.02M | Buy |
4,845
+48
| +1% | +$9.61K | 0.11% | 141 |
|
|
2022
Q3 | $994K | Buy |
4,797
+93
| +2% | +$23.9K | 0.11% | 141 |
|
|
2022
Q2 | $1.11M | Buy |
4,704
+211
| +5% | +$64.8K | 0.12% | 138 |
|
|
2022
Q1 | $1.96M | Buy |
4,493
+780
| +21% | +$380K | 0.17% | 117 |
|
|
2021
Q4 | $2.44M | Buy |
3,713
+256
| +7% | +$165K | 0.19% | 110 |
|
|
2021
Q3 | $2.3M | Buy |
3,457
+115
| +3% | +$78.1K | 0.2% | 111 |
|
|
2021
Q2 | $2.04M | Hold |
3,342
| – | – | 0.17% | 121 |
|
|
2021
Q1 | $2.03M | Sell |
3,342
-10
| -0.3% | -$5.53K | 0.18% | 120 |
|
|
2020
Q4 | $1.79M | Sell |
3,352
-76
| -2% | -$34.2K | 0.17% | 120 |
|
|
2020
Q3 | $1.12M | Buy |
3,428
+1
| +0% | +$305 | 0.12% | 147 |
|
|
2020
Q2 | $941K | Buy |
3,427
+269
| +9% | +$60.6K | 0.14% | 112 |
|
|
2020
Q1 | $549K | Sell |
3,158
-55
| -2% | -$13.2K | 0.09% | 121 |
|
|
2019
Q4 | $897K | Sell |
3,213
-609
| -16% | -$152K | 0.13% | 115 |
|
|
2019
Q3 | $691K | Buy |
3,822
+541
| +16% | +$112K | 0.11% | 124 |
|
|
2019
Q2 | $898K | Buy |
3,281
+3
| +0.1% | +$906 | 0.14% | 114 |
|
|
2019
Q1 | $932K | Buy |
3,278
+731
| +29% | +$174K | 0.15% | 116 |
|
|
2018
Q4 | $533K | Buy |
+2,547
| New | +$644K | 0.1% | 128 |
|
Other funds holding ALGN
