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Heritage Wealth Management (Arizona)’s Onto Innovation ONTO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,254
Closed -$227K – 185
2024
Q1 		$227K Sell
1,254
-620
-33% -$105K 0.12% 162
2023
Q4 		$287K Buy
+1,874
New +$252K 0.16% 124
2022
Q4 		$579K Buy
8,498
+4,692
+123% +$337K 0.08% 180
2022
Q3 		$244K Buy
3,806
+116
+3% +$8.52K 0.08% 188
2022
Q2 		$257K Buy
3,690
+374
+11% +$27.7K 0.09% 186
2022
Q1 		$288K Buy
+3,316
New +$295K 0.08% 200
2021
Q3 		$176K Buy
2,436
+497
+26% +$35.8K 0.06% 237
2021
Q2 		$142K Buy
+1,939
New +$133K 0.05% 276

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