Integrated Wealth Concepts’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 |
-1,460
| Closed | -$243K | – | 1815 |
|
|
2024
Q4 | $243K | Sell |
1,460
-263
| -15% | -$43.8K | ﹤0.01% | 1497 |
|
|
2024
Q3 | $358K | Buy |
1,723
+59
| +4% | +$12.2K | ﹤0.01% | 1235 |
|
|
2024
Q2 | $365K | Sell |
1,664
-590
| -26% | -$130K | 0.01% | 1199 |
|
|
2024
Q1 | $408K | Sell |
2,254
-354
| -14% | -$64.1K | 0.01% | 1143 |
|
|
2023
Q4 | $399K | Buy |
2,608
+54
| +2% | +$8.26K | 0.01% | 1102 |
|
|
2023
Q3 | $326K | Buy |
2,554
+84
| +3% | +$10.7K | 0.01% | 1187 |
|
|
2023
Q2 | $288K | Sell |
2,470
-513
| -17% | -$59.7K | ﹤0.01% | 1245 |
|
|
2023
Q1 | $262K | Buy |
+2,983
| New | +$262K | 0.01% | 1116 |
|
|
2022
Q3 | – | Sell |
-3,242
| Closed | -$226K | – | 996 |
|
|
2022
Q2 | $226K | Sell |
3,242
-621
| -16% | -$43.3K | 0.01% | 850 |
|
|
2022
Q1 | $336K | Sell |
3,863
-6,389
| -62% | -$556K | 0.01% | 706 |
|
|
2021
Q4 | $1.04M | Sell |
10,252
-213
| -2% | -$21.6K | 0.03% | 407 |
|
|
2021
Q3 | $756K | Buy |
10,465
+448
| +4% | +$32.4K | 0.02% | 473 |
|
|
2021
Q2 | $732K | Buy |
+10,017
| New | +$732K | 0.03% | 441 |
|