Congress Wealth Management’s Onto Innovation ONTO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$348K	Sell	3,447 -52,353	-94%	-$5.59M	﹤0.01%	1023
2025 Q1	$6.77M	Buy	55,800 +8,498	+18%	+$1.43M	0.08%	274
2024 Q4	$7.88M	Sell	47,302 -86,758	-65%	-$15.9M	0.11%	230
2024 Q3	$27.8M	Buy	134,060 +21,369	+19%	+$4.31M	0.37%	64
2024 Q2	$24.7M	Buy	112,691 +54,278	+93%	+$11.2M	0.39%	55
2024 Q1	$10.6M	Sell	58,413 -971	-2%	-$164K	0.18%	165
2023 Q4	$9.08M	Sell	59,384 -6,609	-10%	-$889K	0.17%	164
2023 Q3	$8.42M	Buy	65,993 +3,338	+5%	+$397K	0.17%	164
2023 Q2	$7.3M	Sell	62,655 -424	-0.7%	-$40.5K	0.17%	154
2023 Q1	$5.54M	Buy	63,079 +1,703	+3%	+$138K	0.13%	176
2022 Q4	$4.18M	Sell	61,376 -1,127	-2%	-$81K	0.11%	196
2022 Q3	$4M	Buy	62,503 +107	+0.2%	+$7.86K	0.11%	198
2022 Q2	$4.35M	Sell	62,396 -1,779	-3%	-$132K	0.11%	198
2022 Q1	$5.58M	Sell	64,175 -1,453	-2%	-$129K	0.12%	192
2021 Q4	$6.64M	Buy	+65,628	New	+$5.66M	0.13%	191