Envestnet Portfolio Solutions’s Onto Innovation ONTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,352
| Closed | -$392K | – | 1722 |
|
|
2024
Q4 | $392K | Sell |
2,352
-4,878
| -67% | -$813K | ﹤0.01% | 1355 |
|
|
2024
Q3 | $1.5M | Buy |
7,230
+1,683
| +30% | +$349K | ﹤0.01% | 763 |
|
|
2024
Q2 | $1.22M | Buy |
5,547
+2,753
| +99% | +$604K | ﹤0.01% | 798 |
|
|
2024
Q1 | $506K | Sell |
2,794
-1,325
| -32% | -$240K | ﹤0.01% | 1122 |
|
|
2023
Q4 | $630K | Sell |
4,119
-244
| -6% | -$37.3K | ﹤0.01% | 953 |
|
|
2023
Q3 | $556K | Buy |
+4,363
| New | +$556K | ﹤0.01% | 941 |
|