JWS
Juncture Wealth Strategies’s Onto Innovation ONTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
4,960
-2,840
| -36% | -$287K | 0.18% | 72 |
|
|
2025
Q1 | $946K | Sell |
7,800
-529
| -6% | -$64.2K | 0.37% | 47 |
|
|
2024
Q4 | $1.39M | Sell |
8,329
-343
| -4% | -$57.2K | 0.52% | 32 |
|
|
2024
Q3 | $1.8M | Sell |
8,672
-9
| -0.1% | -$1.87K | 0.7% | 24 |
|
|
2024
Q2 | $1.91M | Buy |
8,681
+140
| +2% | +$30.7K | 0.8% | 21 |
|
|
2024
Q1 | $1.55M | Sell |
8,541
-953
| -10% | -$173K | 0.67% | 26 |
|
|
2023
Q4 | $1.45M | Buy |
9,494
+132
| +1% | +$20.2K | 0.66% | 32 |
|
|
2023
Q3 | $1.19M | Buy |
9,362
+2,594
| +38% | +$331K | 0.58% | 38 |
|
|
2023
Q2 | $788K | Sell |
6,768
-3,842
| -36% | -$447K | 0.37% | 50 |
|
|
2023
Q1 | $932K | Sell |
10,610
-547
| -5% | -$48.1K | 0.46% | 41 |
|
|
2022
Q4 | $760K | Buy |
11,157
+517
| +5% | +$35.2K | 0.36% | 51 |
|
|
2022
Q3 | $681K | Sell |
10,640
-1,259
| -11% | -$80.6K | 0.34% | 55 |
|
|
2022
Q2 | $830K | Sell |
11,899
-1,384
| -10% | -$96.5K | 0.41% | 44 |
|
|
2022
Q1 | $1.15M | Buy |
13,283
+922
| +7% | +$80.1K | 0.55% | 36 |
|
|
2021
Q4 | $1.25M | Buy |
12,361
+67
| +0.5% | +$6.78K | 0.6% | 38 |
|
|
2021
Q3 | $888K | Buy |
12,294
+1,676
| +16% | +$121K | 0.47% | 44 |
|
|
2021
Q2 | $817K | Buy |
10,618
+1,424
| +15% | +$110K | 0.47% | 51 |
|
|
2021
Q1 | $573K | Buy |
9,194
+114
| +1% | +$7.11K | 0.36% | 62 |
|
|
2020
Q4 | $432K | Sell |
9,080
-2,390
| -21% | -$114K | 0.27% | 76 |
|
|
2020
Q3 | $342K | Buy |
11,470
+445
| +4% | +$13.3K | 0.24% | 90 |
|
|
2020
Q2 | $375K | Buy |
+11,025
| New | +$375K | 0.28% | 79 |
|