Creative Planning’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 | $2.47M | Sell |
24,460
-127
| -0.5% | -$12.8K | ﹤0.01% | 1171 |
|
|
2025
Q1 | $2.98M | Sell |
24,587
-1,000
| -4% | -$121K | ﹤0.01% | 933 |
|
|
2024
Q4 | $4.26M | Sell |
25,587
-2,628
| -9% | -$438K | ﹤0.01% | 718 |
|
|
2024
Q3 | $5.86M | Buy |
28,215
+489
| +2% | +$101K | 0.01% | 587 |
|
|
2024
Q2 | $6.09M | Buy |
27,726
+6,779
| +32% | +$1.49M | 0.01% | 555 |
|
|
2024
Q1 | $3.79M | Buy |
20,947
+4,408
| +27% | +$798K | ﹤0.01% | 702 |
|
|
2023
Q4 | $2.53M | Buy |
16,539
+3,024
| +22% | +$462K | ﹤0.01% | 811 |
|
|
2023
Q3 | $1.72M | Buy |
13,515
+3,050
| +29% | +$389K | ﹤0.01% | 924 |
|
|
2023
Q2 | $1.22M | Buy |
10,465
+7,957
| +317% | +$927K | ﹤0.01% | 1031 |
|
|
2023
Q1 | $220K | Buy |
+2,508
| New | +$220K | ﹤0.01% | 2044 |
|
|
2018
Q3 | – | Sell |
-11,910
| Closed | -$422K | – | 1985 |
|
|
2018
Q2 | $422K | Buy |
11,910
+2,710
| +29% | +$96K | ﹤0.01% | 1153 |
|
|
2018
Q1 | $247K | Buy |
+9,200
| New | +$247K | ﹤0.01% | 1459 |
|
|
2017
Q3 | – | Sell |
-12,520
| Closed | -$317K | – | 3053 |
|
|
2017
Q2 | $317K | Buy |
12,520
+3,460
| +38% | +$87.6K | ﹤0.01% | 1252 |
|
|
2017
Q1 | $276K | Buy |
+9,060
| New | +$276K | ﹤0.01% | 1306 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 4546 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 4467 |
|
|
2015
Q1 | – | Sell |
-400
| Closed | -$7K | – | 4177 |
|
|
2014
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 3261 |
|
|
2014
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 3154 |
|
|
2014
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 2975 |
|
|
2014
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 2878 |
|
|
2013
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 2669 |
|
|
2013
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 2669 |
|
|
2013
Q2 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 2481 |
|