Avior 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 |
-24
| Closed | -$2.51K | – | 1712 |
|
|
2024
Q4 | $2.51K | Buy |
+24
| New | +$2.51K | ﹤0.01% | 2079 |
|
|
2024
Q2 | – | Sell |
-2,199
| Closed | -$292K | – | 3133 |
|
|
2024
Q1 | $292K | Buy |
2,199
+862
| +64% | +$115K | 0.01% | 593 |
|
|
2023
Q4 | $138K | Buy |
+1,337
| New | +$138K | 0.01% | 567 |
|
|
2022
Q4 | – | Sell |
-4,055
| Closed | -$335K | – | 1319 |
|
|
2022
Q3 | $335K | Buy |
4,055
+543
| +15% | +$44.9K | 0.03% | 363 |
|
|
2022
Q2 | $360K | Hold |
3,512
| – | – | 0.04% | 320 |
|
|
2022
Q1 | $526K | Sell |
3,512
-608
| -15% | -$91.1K | 0.05% | 285 |
|
|
2021
Q4 | $717K | Hold |
4,120
| – | – | 0.06% | 253 |
|
|
2021
Q3 | $621K | Hold |
4,120
| – | – | 0.05% | 268 |
|
|
2021
Q2 | $733K | Sell |
4,120
-101
| -2% | -$18K | 0.07% | 222 |
|
|
2021
Q1 | $782K | Sell |
4,221
-84
| -2% | -$15.6K | 0.08% | 211 |
|
|
2020
Q4 | $647K | Buy |
4,305
+545
| +14% | +$81.9K | 0.08% | 212 |
|
|
2020
Q3 | $410K | Buy |
3,760
+1,320
| +54% | +$144K | 0.06% | 278 |
|
|
2020
Q2 | $276K | Sell |
2,440
-200
| -8% | -$22.6K | 0.04% | 342 |
|
|
2020
Q1 | $215K | Buy |
2,640
+490
| +23% | +$39.9K | 0.04% | 328 |
|
|
2019
Q4 | $236K | Buy |
+2,150
| New | +$236K | 0.04% | 352 |
|
|
2019
Q1 | – | Sell |
-1,210
| Closed | -$78K | – | 692 |
|
|
2018
Q4 | $78K | Sell |
1,210
-700
| -37% | -$45.1K | 0.02% | 445 |
|
|
2018
Q3 | $153K | Buy |
+1,910
| New | +$153K | 0.03% | 394 |
|
|
2018
Q2 | – | Sell |
-910
| Closed | -$105K | – | 834 |
|
|
2018
Q1 | $105K | Buy |
+910
| New | +$105K | 0.02% | 436 |
|