Congress Wealth Management’s Onto Innovation ONTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
3,447
-52,353
| -94% | -$5.28M | ﹤0.01% | 1023 |
|
|
2025
Q1 | $6.77M | Buy |
55,800
+8,498
| +18% | +$1.03M | 0.08% | 274 |
|
|
2024
Q4 | $7.88M | Sell |
47,302
-86,758
| -65% | -$14.5M | 0.11% | 230 |
|
|
2024
Q3 | $27.8M | Buy |
134,060
+21,369
| +19% | +$4.44M | 0.37% | 64 |
|
|
2024
Q2 | $24.7M | Buy |
112,691
+54,278
| +93% | +$11.9M | 0.39% | 55 |
|
|
2024
Q1 | $10.6M | Sell |
58,413
-971
| -2% | -$176K | 0.18% | 165 |
|
|
2023
Q4 | $9.08M | Sell |
59,384
-6,609
| -10% | -$1.01M | 0.17% | 164 |
|
|
2023
Q3 | $8.42M | Buy |
65,993
+3,338
| +5% | +$426K | 0.17% | 164 |
|
|
2023
Q2 | $7.3M | Sell |
62,655
-424
| -0.7% | -$49.4K | 0.17% | 154 |
|
|
2023
Q1 | $5.54M | Buy |
63,079
+1,703
| +3% | +$150K | 0.13% | 176 |
|
|
2022
Q4 | $4.18M | Sell |
61,376
-1,127
| -2% | -$76.7K | 0.11% | 196 |
|
|
2022
Q3 | $4M | Buy |
62,503
+107
| +0.2% | +$6.85K | 0.11% | 198 |
|
|
2022
Q2 | $4.35M | Sell |
62,396
-1,779
| -3% | -$124K | 0.11% | 198 |
|
|
2022
Q1 | $5.58M | Sell |
64,175
-1,453
| -2% | -$126K | 0.12% | 192 |
|
|
2021
Q4 | $6.64M | Buy |
+65,628
| New | +$6.64M | 0.13% | 190 |
|