Mount Yale Investment 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 | $3.79K | Sell |
38
-2,853
| -99% | -$284K | ﹤0.01% | 1266 |
|
|
2025
Q1 | $351K | Buy |
2,891
+564
| +24% | +$68.4K | 0.03% | 395 |
|
|
2024
Q4 | $388K | Sell |
2,327
-2,691
| -54% | -$449K | 0.03% | 385 |
|
|
2024
Q3 | $1.04M | Buy |
5,018
+3,245
| +183% | +$674K | 0.1% | 190 |
|
|
2024
Q2 | $389K | Buy |
1,773
+117
| +7% | +$25.7K | 0.03% | 388 |
|
|
2024
Q1 | $300K | Sell |
1,656
-22
| -1% | -$3.98K | 0.02% | 449 |
|
|
2023
Q4 | $257K | Sell |
1,678
-16
| -0.9% | -$2.45K | 0.02% | 447 |
|
|
2023
Q3 | $216K | Buy |
+1,694
| New | +$216K | 0.02% | 462 |
|
|
2018
Q4 | – | Sell |
-2,653
| Closed | -$87K | – | 632 |
|
|
2018
Q3 | $87K | Buy |
2,653
+174
| +7% | +$5.71K | 0.02% | 486 |
|
|
2018
Q2 | $88K | Sell |
2,479
-3,246
| -57% | -$115K | 0.02% | 503 |
|
|
2018
Q1 | $154K | Buy |
+5,725
| New | +$154K | 0.03% | 331 |
|