AE Wealth Management’s MKS Inc. Common Stock MKSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,148
| Closed | -$329K | – | 2236 |
|
|
2024
Q4 | $329K | Buy |
+3,148
| New | +$329K | ﹤0.01% | 1058 |
|
|
2024
Q3 | – | Sell |
-1,659
| Closed | -$217K | – | 1296 |
|
|
2024
Q2 | $217K | Buy |
1,659
+92
| +6% | +$12K | ﹤0.01% | 1137 |
|
|
2024
Q1 | $209K | Sell |
1,567
-1,052
| -40% | -$140K | ﹤0.01% | 1080 |
|
|
2023
Q4 | $288K | Buy |
+2,619
| New | +$288K | ﹤0.01% | 1721 |
|
|
2021
Q3 | – | Sell |
-3,583
| Closed | -$638K | – | 1661 |
|
|
2021
Q2 | $638K | Buy |
3,583
+907
| +34% | +$162K | 0.01% | 1037 |
|
|
2021
Q1 | $496K | Sell |
2,676
-1,720
| -39% | -$319K | 0.01% | 1033 |
|
|
2020
Q4 | $661K | Sell |
4,396
-1,079
| -20% | -$162K | 0.01% | 860 |
|
|
2020
Q3 | $598K | Buy |
+5,475
| New | +$598K | 0.01% | 820 |
|