Carson Wealth (CWM LLC)’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
Q2 | $611K | Buy |
6,154
+3,580
| +139% | +$355K | ﹤0.01% | 1503 |
|
|
2025
Q1 | $206K | Buy |
2,574
+1,012
| +65% | +$81K | ﹤0.01% | 1906 |
|
|
2024
Q4 | $163K | Sell |
1,562
-3,786
| -71% | -$395K | ﹤0.01% | 1960 |
|
|
2024
Q3 | $581K | Buy |
5,348
+4,411
| +471% | +$479K | ﹤0.01% | 1257 |
|
|
2024
Q2 | $122K | Buy |
937
+175
| +23% | +$22.8K | ﹤0.01% | 1851 |
|
|
2024
Q1 | $101K | Buy |
762
+32
| +4% | +$4.24K | ﹤0.01% | 1877 |
|
|
2023
Q4 | $75K | Sell |
730
-204
| -22% | -$21K | ﹤0.01% | 1927 |
|
|
2023
Q3 | $81K | Buy |
934
+20
| +2% | +$1.73K | ﹤0.01% | 1759 |
|
|
2023
Q2 | $99K | Buy |
914
+94
| +11% | +$10.2K | ﹤0.01% | 1573 |
|
|
2023
Q1 | $73K | Sell |
820
-81
| -9% | -$7.21K | ﹤0.01% | 1657 |
|
|
2022
Q4 | $76K | Sell |
901
-548
| -38% | -$46.2K | ﹤0.01% | 1507 |
|
|
2022
Q3 | $120K | Buy |
1,449
+1,253
| +639% | +$104K | ﹤0.01% | 1262 |
|
|
2022
Q2 | $20K | Sell |
196
-56
| -22% | -$5.71K | ﹤0.01% | 2109 |
|
|
2022
Q1 | $38K | Buy |
252
+226
| +869% | +$34.1K | ﹤0.01% | 1728 |
|
|
2021
Q4 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 2730 |
|
|
2021
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
|
2021
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
|
2020
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
|
2020
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
|
2020
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
|
2020
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
|
2019
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
|
2019
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
|
2019
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
|
2019
Q1 | $3K | Sell |
16
-4
| -20% | -$750 | ﹤0.01% | 2515 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1928 |
|