Creative Planning’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
Q3 | $3.48M | Buy |
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|
2025
Q2 | $2.47M | Sell |
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|
2025
Q1 | $2.98M | Sell |
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|
2024
Q4 | $4.26M | Sell |
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|
2024
Q3 | $5.86M | Buy |
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|
2024
Q2 | $6.09M | Buy |
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|
2024
Q1 | $3.79M | Buy |
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|
2023
Q4 | $2.53M | Buy |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $220K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $422K | Buy |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $317K | Buy |
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|
2017
Q1 | $276K | Buy |
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|
2016
Q4 | – | Hold |
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|
2016
Q3 | – | Hold |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $7K | Hold |
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|
2014
Q3 | $6K | Hold |
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|
2014
Q2 | $7K | Hold |
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|
2014
Q1 | $7K | Hold |
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|
2013
Q4 | $8K | Hold |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $6K | Buy |
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