Pacific Wealth Management’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 | – | Sell |
-1,737
| Closed | -$211K | – | 23 |
|
|
2025
Q1 | $211K | Hold |
1,737
| – | – | 0.12% | 17 |
|
|
2024
Q4 | $290K | Hold |
1,737
| – | – | 0.15% | 16 |
|
|
2024
Q3 | $361K | Hold |
1,737
| – | – | 0.17% | 15 |
|
|
2024
Q2 | $381K | Sell |
1,737
-100
| -5% | -$22K | 0.19% | 15 |
|
|
2024
Q1 | $281K | Hold |
1,837
| – | – | 0.16% | 23 |
|
|
2023
Q4 | $281K | Hold |
1,837
| – | – | 0.16% | 23 |
|
|
2023
Q3 | $234K | Hold |
1,837
| – | – | 0.15% | 23 |
|
|
2023
Q2 | $214K | Sell |
1,837
-500
| -21% | -$58.2K | 0.14% | 26 |
|
|
2023
Q1 | $205K | Buy |
+2,337
| New | +$205K | 0.13% | 26 |
|
|
2022
Q2 | – | Sell |
-2,337
| Closed | -$203K | – | 17 |
|
|
2022
Q1 | $203K | Hold |
2,337
| – | – | 0.18% | 16 |
|
|
2021
Q4 | $237K | Buy |
+2,337
| New | +$237K | 0.18% | 12 |
|