Connecticut 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	–	Sell	-3,058	Closed	-$371K	–	316
2025 Q1	$371K	Buy	3,058 +2	+0.1%	+$337	0.02%	236
2024 Q4	$509K	Buy	3,056 +9	+0.3%	+$1.64K	0.03%	184
2024 Q3	$632K	Sell	3,047 -272	-8%	-$54.9K	0.03%	196
2024 Q2	$729K	Hold	3,319	–	–	0.04%	183
2024 Q1	$601K	Sell	3,319 -1,209	-27%	-$204K	0.03%	199
2023 Q4	$692K	Sell	4,528 -1	-0%	-$135	0.04%	179
2023 Q3	$578K	Buy	4,529 +8	+0.2%	+$951	0.04%	163
2023 Q2	$527K	Sell	4,521 -7	-0.2%	-$668	0.04%	151
2023 Q1	$398K	Buy	4,528 +10	+0.2%	+$811	0.03%	156
2022 Q4	$308K	Buy	4,518 +2	+0%	+$144	0.03%	156
2022 Q3	$289K	Buy	4,516 +1,125	+33%	+$82.7K	0.03%	152
2022 Q2	$236K	Sell	3,391 -30	-0.9%	-$2.22K	0.02%	163
2022 Q1	$297K	Sell	3,421 -2	-0.1%	-$178	0.02%	151
2021 Q4	$347K	Hold	3,423	–	–	0.03%	148
2021 Q3	$247K	Buy	3,423 +15	+0.4%	+$1.08K	0.02%	174
2021 Q2	$249K	Buy	+3,408	New	+$234K	0.02%	167