Pinnacle Wealth Planning Services’s Onto Innovation ONTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,267
| Closed | -$211K | – | 423 |
|
|
2024
Q4 | $211K | Sell |
1,267
-92
| -7% | -$15.3K | 0.03% | 348 |
|
|
2024
Q3 | $282K | Sell |
1,359
-13
| -0.9% | -$2.7K | 0.04% | 325 |
|
|
2024
Q2 | $301K | Sell |
1,372
-64
| -4% | -$14.1K | 0.04% | 292 |
|
|
2024
Q1 | $260K | Buy |
1,436
+2
| +0.1% | +$362 | 0.04% | 339 |
|
|
2023
Q4 | $219K | Buy |
+1,434
| New | +$219K | 0.03% | 370 |
|
|
2021
Q1 | – | Sell |
-515
| Closed | -$24K | – | 1445 |
|
|
2020
Q4 | $24K | Buy |
+515
| New | +$24K | 0.01% | 1089 |
|