United Capital Financial 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
Q1 | – | Sell |
-1,622
| Closed | -$270K | – | 1091 |
|
|
2024
Q4 | $270K | Sell |
1,622
-83
| -5% | -$13.8K | ﹤0.01% | 908 |
|
|
2024
Q3 | $354K | Sell |
1,705
-5
| -0.3% | -$1.04K | ﹤0.01% | 825 |
|
|
2024
Q2 | $375K | Sell |
1,710
-156
| -8% | -$34.3K | ﹤0.01% | 777 |
|
|
2024
Q1 | $338K | Sell |
1,866
-20
| -1% | -$3.62K | ﹤0.01% | 839 |
|
|
2023
Q4 | $288K | Buy |
+1,886
| New | +$288K | ﹤0.01% | 884 |
|