Mount Yale Investment 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
2025 Q3	–	Sell	-38	Closed	-$3.79K	–	1304
2025 Q2	$3.79K	Sell	38 -2,853	-99%	-$305K	﹤0.01%	1267
2025 Q1	$351K	Buy	2,891 +564	+24%	+$95K	0.03%	395
2024 Q4	$388K	Sell	2,327 -2,691	-54%	-$492K	0.03%	385
2024 Q3	$1.04M	Buy	5,018 +3,245	+183%	+$655K	0.1%	190
2024 Q2	$389K	Buy	1,773 +117	+7%	+$24.2K	0.03%	388
2024 Q1	$300K	Sell	1,656 -22	-1%	-$3.72K	0.02%	449
2023 Q4	$257K	Sell	1,678 -16	-0.9%	-$2.15K	0.02%	448
2023 Q3	$216K	Buy	+1,694	New	+$201K	0.02%	462
2018 Q4	–	Sell	-2,653	Closed	-$87K	–	633
2018 Q3	$87K	Buy	2,653 +174	+7%	+$6.84K	0.02%	486
2018 Q2	$88K	Sell	2,479 -3,246	-57%	-$111K	0.02%	504
2018 Q1	$154K	Buy	+5,725	New	+$153K	0.03%	332