IFP 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 | $156K | Sell |
761
-61
| -7% | -$12.5K | ﹤0.01% | 1536 |
|
|
2025
Q4 | $130K | Buy |
822
+696
| +552% | +$98.8K | ﹤0.01% | 1624 |
|
|
2025
Q3 | $16.3K | Buy |
126
+45
| +56% | +$4.82K | ﹤0.01% | 2686 |
|
|
2025
Q2 | $11K | Sell |
81
-5
| -6% | -$534 | ﹤0.01% | 2860 |
|
|
2025
Q1 | $10.5K | Hold |
86
| – | – | ﹤0.01% | 2565 |
|
|
2024
Q4 | $14.4K | Sell |
86
-184
| -68% | -$33.6K | ﹤0.01% | 2396 |
|
|
2024
Q3 | $56.1K | Buy |
270
+47
| +21% | +$9.49K | ﹤0.01% | 1683 |
|
|
2024
Q2 | $49K | Buy |
223
+32
| +17% | +$6.61K | ﹤0.01% | 1698 |
|
|
2024
Q1 | $34.6K | Buy |
191
+127
| +198% | +$21.4K | ﹤0.01% | 1729 |
|
|
2023
Q4 | $9.79K | Buy |
64
+32
| +100% | +$4.3K | ﹤0.01% | 2195 |
|
|
2023
Q3 | $4.08K | Sell |
32
-19
| -37% | -$2.26K | ﹤0.01% | 2593 |
|
|
2023
Q2 | $5.94K | Hold |
51
| – | – | ﹤0.01% | 2492 |
|
|
2023
Q1 | $1.78K | Sell |
51
-128
| -72% | -$10.4K | ﹤0.01% | 2933 |
|
|
2022
Q4 | $7K | Sell |
179
-17
| -9% | -$1.22K | ﹤0.01% | 3618 |
|
|
2022
Q3 | $7K | Hold |
196
| – | – | ﹤0.01% | 3868 |
|
|
2022
Q2 | $7K | Hold |
196
| – | – | ﹤0.01% | 3614 |
|
|
2022
Q1 | $7K | Buy |
196
+145
| +284% | +$12.9K | ﹤0.01% | 3613 |
|
|
2021
Q4 | $5K | Sell |
51
-54
| -51% | -$4.66K | ﹤0.01% | 2499 |
|
|
2021
Q3 | $8K | Hold |
105
| – | – | ﹤0.01% | 2371 |
|
|
2021
Q2 | $8K | Hold |
105
| – | – | ﹤0.01% | 2300 |
|
|
2021
Q1 | $7K | Sell |
105
-118
| -53% | -$7.03K | ﹤0.01% | 2285 |
|
|
2020
Q4 | $11K | Hold |
223
| – | – | ﹤0.01% | 2045 |
|
|
2020
Q3 | $7K | Hold |
223
| – | – | ﹤0.01% | 2042 |
|
|
2020
Q2 | $8K | Sell |
223
-23
| -9% | -$748 | ﹤0.01% | 1908 |
|
|
2020
Q1 | $8K | Sell |
246
-151
| -38% | -$5.16K | ﹤0.01% | 1885 |
|
|
2019
Q4 | $14K | Buy |
397
+79
| +25% | +$2.68K | ﹤0.01% | 1778 |
|
|
2019
Q3 | $10K | Buy |
+318
| New | +$9.9K | ﹤0.01% | 2080 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$11K | – | 3783 |
|
|
2018
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 2804 |
|
|
2018
Q2 | $11K | Buy |
+300
| New | +$10.3K | ﹤0.01% | 2838 |
|
|
2017
Q4 | – | Sell |
-150
| Closed | -$4K | – | 4021 |
|
|
2017
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 3526 |
|
|
2017
Q2 | $4K | Sell |
150
-800
| -84% | -$22.6K | ﹤0.01% | 3520 |
|
|
2017
Q1 | $29K | Buy |
950
+400
| +73% | +$10.8K | ﹤0.01% | 2263 |
|
|
2016
Q4 | $14K | Sell |
550
-1,000
| -65% | -$22.9K | ﹤0.01% | 2710 |
|
|
2016
Q3 | $35K | Sell |
1,550
-11,950
| -89% | -$250K | ﹤0.01% | 2036 |
|
|
2016
Q2 | $281K | Buy |
+13,500
| New | +$238K | 0.02% | 817 |
|
|
2016
Q1 | – | Sell |
-900
| Closed | -$14K | – | 3088 |
|
|
2015
Q4 | $14K | Buy |
+900
| New | +$13.1K | ﹤0.01% | 2388 |
|
Other funds holding ONTO
VPM
VCM
PCMI
