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Congress Wealth Management’s MKS Inc MKSI Stock Holding History

Congress Wealth Management’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$703K Buy
+7,076
New +$575K 0.01% 815
2025
Q1 		– Sell
-2,060
Closed -$215K – 1100
2024
Q4 		$215K Sell
2,060
-4,665
-69% -$504K ﹤0.01% 844
2024
Q3 		$731K Buy
6,725
+2,060
+44% +$245K 0.01% 570
2024
Q2 		$609K Buy
+4,665
New +$589K 0.01% 505

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