Wealthspire Advisors (New York)’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 |
-1,549
| Closed | -$258K | – | 818 |
|
|
2024
Q4 | $258K | Sell |
1,549
-155
| -9% | -$25.8K | ﹤0.01% | 677 |
|
|
2024
Q3 | $354K | Buy |
1,704
+14
| +0.8% | +$2.91K | ﹤0.01% | 583 |
|
|
2024
Q2 | $371K | Sell |
1,690
-566
| -25% | -$124K | ﹤0.01% | 489 |
|
|
2024
Q1 | $409K | Hold |
2,256
| – | – | 0.01% | 461 |
|
|
2023
Q4 | $345K | Hold |
2,256
| – | – | ﹤0.01% | 492 |
|
|
2023
Q3 | $288K | Buy |
+2,256
| New | +$288K | ﹤0.01% | 494 |
|