Heritage Wealth Management (Arizona)’s Onto Innovation ONTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,254
| Closed | -$227K | – | 185 |
|
|
2024
Q1 | $227K | Sell |
1,254
-620
| -33% | -$112K | 0.12% | 162 |
|
|
2023
Q4 | $287K | Buy |
+1,874
| New | +$287K | 0.16% | 124 |
|
|
2022
Q4 | $579K | Buy |
8,498
+4,692
| +123% | +$319K | 0.08% | 180 |
|
|
2022
Q3 | $244K | Buy |
3,806
+116
| +3% | +$7.44K | 0.08% | 188 |
|
|
2022
Q2 | $257K | Buy |
3,690
+374
| +11% | +$26.1K | 0.09% | 186 |
|
|
2022
Q1 | $288K | Buy |
+3,316
| New | +$288K | 0.08% | 201 |
|
|
2021
Q3 | $176K | Buy |
2,436
+497
| +26% | +$35.9K | 0.06% | 237 |
|
|
2021
Q2 | $142K | Buy |
+1,939
| New | +$142K | 0.05% | 276 |
|