Carson Wealth (CWM LLC)’s Onto Innovation ONTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
3,334
+2,329
| +232% | +$235K | ﹤0.01% | 1787 |
|
|
2025
Q1 | $122K | Sell |
1,005
-8
| -0.8% | -$971 | ﹤0.01% | 2255 |
|
|
2024
Q4 | $169K | Sell |
1,013
-861
| -46% | -$144K | ﹤0.01% | 1937 |
|
|
2024
Q3 | $389K | Buy |
1,874
+768
| +69% | +$159K | ﹤0.01% | 1419 |
|
|
2024
Q2 | $243K | Buy |
1,106
+90
| +9% | +$19.8K | ﹤0.01% | 1486 |
|
|
2024
Q1 | $184K | Sell |
1,016
-76
| -7% | -$13.8K | ﹤0.01% | 1551 |
|
|
2023
Q4 | $167K | Sell |
1,092
-467
| -30% | -$71.4K | ﹤0.01% | 1497 |
|
|
2023
Q3 | $199K | Buy |
1,559
+913
| +141% | +$117K | ﹤0.01% | 1316 |
|
|
2023
Q2 | $75K | Buy |
646
+90
| +16% | +$10.4K | ﹤0.01% | 1722 |
|
|
2023
Q1 | $49K | Sell |
556
-54
| -9% | -$4.76K | ﹤0.01% | 1890 |
|
|
2022
Q4 | $42K | Sell |
610
-33
| -5% | -$2.27K | ﹤0.01% | 1842 |
|
|
2022
Q3 | $41K | Buy |
643
+24
| +4% | +$1.53K | ﹤0.01% | 1755 |
|
|
2022
Q2 | $43K | Buy |
619
+310
| +100% | +$21.5K | ﹤0.01% | 1691 |
|
|
2022
Q1 | $27K | Buy |
309
+201
| +186% | +$17.6K | ﹤0.01% | 1897 |
|
|
2021
Q4 | $11K | Buy |
+108
| New | +$11K | ﹤0.01% | 2305 |
|