EverSource Wealth Advisors’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 | $83.3K | Buy |
838
+325
| +63% | +$32.3K | ﹤0.01% | 1300 |
|
2025
Q1 | $41.1K | Buy |
513
+289
| +129% | +$23.2K | ﹤0.01% | 1324 |
|
2024
Q4 | $23.4K | Buy |
224
+117
| +109% | +$12.2K | ﹤0.01% | 1533 |
|
2024
Q3 | $11.6K | Sell |
107
-7
| -6% | -$761 | ﹤0.01% | 1773 |
|
2024
Q2 | $14.4K | Buy |
114
+26
| +30% | +$3.27K | ﹤0.01% | 1670 |
|
2024
Q1 | $10.5K | Buy |
88
+2
| +2% | +$238 | ﹤0.01% | 1669 |
|
2023
Q4 | $8.85K | Buy |
86
+5
| +6% | +$514 | ﹤0.01% | 1617 |
|
2023
Q3 | $7.01K | Hold |
81
| – | – | ﹤0.01% | 1557 |
|
2023
Q2 | $8.76K | Buy |
81
+67
| +479% | +$7.24K | ﹤0.01% | 1493 |
|
2023
Q1 | $1.24K | Buy |
+14
| New | +$1.24K | ﹤0.01% | 2061 |
|
2022
Q3 | – | Sell |
-214
| Closed | -$22K | – | 2070 |
|
2022
Q2 | $22K | Buy |
+214
| New | +$22K | 0.01% | 804 |
|