Geneos Wealth Management’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
Q3 | $53.2K | Sell |
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|
2025
Q2 | $64.8K | Sell |
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|
2025
Q1 | $89K | Buy |
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|
2024
Q4 | $45.4K | Sell |
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|
2024
Q3 | $47.4K | Buy |
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|
2024
Q2 | $44.7K | Sell |
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|
2024
Q1 | $51.2K | Buy |
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|
2023
Q4 | $39.5K | Hold |
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|
2023
Q3 | $33.2K | Buy |
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|
2023
Q2 | $30.7K | Hold |
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|
2023
Q1 | $25.2K | Hold |
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|
2022
Q4 | $24.1K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $27K | Buy |
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|
2022
Q1 | $36K | Sell |
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|
2021
Q4 | $43K | Hold |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $44K | Hold |
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|
2020
Q4 | $45K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $19K | Hold |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $19K | Sell |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $24K | Hold |
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|
2018
Q3 | $31K | Hold |
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|
2018
Q2 | $37K | Buy |
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|
2018
Q1 | $44K | Sell |
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|
2017
Q4 | $42K | Hold |
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|
2017
Q3 | $42K | Hold |
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|
2017
Q2 | $30K | Hold |
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|
2017
Q1 | $31K | Hold |
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|
2016
Q4 | $26K | Buy |
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|
2016
Q3 | $19K | Hold |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $14K | Buy |
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