Creative Planning’s MKS Inc MKSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
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|
2025
Q1 | $2.74M | Buy |
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|
2024
Q4 | $3.39M | Sell |
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|
2024
Q3 | $3.66M | Buy |
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|
2024
Q2 | $4.16M | Buy |
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|
2024
Q1 | $4.19M | Buy |
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|
2023
Q4 | $3.21M | Sell |
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|
2023
Q3 | $3.01M | Buy |
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|
2023
Q2 | $3.23M | Sell |
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|
2023
Q1 | $2.66M | Sell |
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|
2022
Q4 | $2.94M | Sell |
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|
2022
Q3 | $2.89M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Buy |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $340K | Sell |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $334K | Sell |
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|
2020
Q2 | $352K | Sell |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $346K | Sell |
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|
2019
Q3 | $292K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $232K | Buy |
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|
2018
Q1 | $208K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $211K | Sell |
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|
2017
Q2 | $151K | Buy |
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|
2017
Q1 | $125K | Sell |
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|
2016
Q4 | $117K | Buy |
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|
2016
Q3 | $94K | Buy |
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|
2016
Q2 | $18K | Sell |
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|
2016
Q1 | $23K | Buy |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $9K | Hold |
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|
2014
Q4 | $9K | Sell |
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|
2014
Q3 | $38K | Buy |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $5K | Hold |
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|
2013
Q4 | $5K | Hold |
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|
2013
Q3 | $4K | Hold |
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|
2013
Q2 | $4K | Buy |
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