EverSource Wealth Advisors’s Onto Innovation ONTO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Buy	1,189 +183	+18%	+$37.5K	0.01%	942
2025 Q4	$159K	Buy	1,006 +499	+98%	+$70.9K	0.01%	1068
2025 Q3	$65.5K	Sell	507 -70	-12%	-$7.49K	﹤0.01%	1512
2025 Q2	$58.2K	Buy	577 +389	+207%	+$41.5K	﹤0.01%	1520
2025 Q1	$22.8K	Buy	188 +123	+189%	+$20.7K	﹤0.01%	1626
2024 Q4	$10.8K	Sell	65 -29	-31%	-$5.3K	﹤0.01%	1949
2024 Q3	$19.5K	Sell	94 -24	-20%	-$4.84K	﹤0.01%	1502
2024 Q2	$22.6K	Buy	118 +22	+23%	+$4.55K	﹤0.01%	1449
2024 Q1	$17.8K	Buy	96 +1	+1%	+$169	﹤0.01%	1417
2023 Q4	$14.5K	Buy	95 +39	+70%	+$5.25K	﹤0.01%	1397
2023 Q3	$7.14K	Hold	56	–	–	﹤0.01%	1544
2023 Q2	$6.52K	Buy	56 +32	+133%	+$3.05K	﹤0.01%	1619
2023 Q1	$2.11K	Buy	+24	New	+$1.95K	﹤0.01%	1925
2022 Q3	–	Sell	-941	Closed	-$66K	–	2086
2022 Q2	$66K	Buy	+941	New	+$69.6K	0.02%	520