JFS Wealth Advisors’s Onto Innovation ONTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23K | Sell |
32
-2
| -6% | -$202 | ﹤0.01% | 1246 |
|
|
2025
Q1 | $4.13K | Hold |
34
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q4 | $5.67K | Sell |
34
-1
| -3% | -$167 | ﹤0.01% | 1083 |
|
|
2024
Q3 | $7.27K | Buy |
35
+1
| +3% | +$208 | ﹤0.01% | 974 |
|
|
2024
Q2 | $7.47K | Hold |
34
| – | – | ﹤0.01% | 892 |
|
|
2024
Q1 | $6.16K | Hold |
34
| – | – | ﹤0.01% | 1027 |
|
|
2023
Q4 | $5.2K | Sell |
34
-2
| -6% | -$306 | ﹤0.01% | 1039 |
|
|
2023
Q3 | $4.59K | Buy |
36
+4
| +13% | +$510 | ﹤0.01% | 1023 |
|
|
2023
Q2 | $3.73K | Buy |
32
+1
| +3% | +$117 | ﹤0.01% | 1136 |
|
|
2023
Q1 | $2.73K | Buy |
31
+12
| +63% | +$1.06K | ﹤0.01% | 1240 |
|
|
2022
Q4 | $1.29K | Sell |
19
-1
| -5% | -$68 | ﹤0.01% | 1529 |
|
|
2022
Q3 | $1K | Sell |
20
-23
| -53% | -$1.15K | ﹤0.01% | 1613 |
|
|
2022
Q2 | $3K | Buy |
43
+21
| +95% | +$1.47K | ﹤0.01% | 1214 |
|
|
2022
Q1 | $2K | Buy |
22
+10
| +83% | +$909 | ﹤0.01% | 1469 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1493 |
|