IFP Advisors’s MKS Inc MKSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.4K | Buy |
189
+17
| +10% | +$3.84K | ﹤0.01% | 2328 |
|
|
2025
Q4 | $27.5K | Buy |
172
+148
| +617% | +$22K | ﹤0.01% | 2544 |
|
|
2025
Q3 | $2.97K | Buy |
+24
| New | +$2.56K | ﹤0.01% | 3525 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2326 |
|
|
2025
Q1 | – | Sell |
-7
| Closed | -$731 | – | 4562 |
|
|
2024
Q4 | $731 | Buy |
7
+3
| +75% | +$324 | ﹤0.01% | 3339 |
|
|
2024
Q3 | $435 | Hold |
4
| – | – | ﹤0.01% | 3161 |
|
|
2024
Q2 | $522 | Buy |
+4
| New | +$505 | ﹤0.01% | 3084 |
|
|
2023
Q3 | – | Sell |
-9
| Closed | -$973 | – | 3459 |
|
|
2023
Q2 | $973 | Sell |
9
-91
| -91% | -$8.33K | ﹤0.01% | 3085 |
|
|
2023
Q1 | $11.5K | Sell |
100
-750
| -88% | -$71.6K | ﹤0.01% | 2235 |
|
|
2022
Q4 | $97K | Buy |
850
+92
| +12% | +$7.37K | ﹤0.01% | 1753 |
|
|
2022
Q3 | $102K | Buy |
758
+35
| +5% | +$3.6K | ﹤0.01% | 1841 |
|
|
2022
Q2 | $97K | Hold |
723
| – | – | ﹤0.01% | 1701 |
|
|
2022
Q1 | $97K | Buy |
723
+719
| +17,975% | +$112K | ﹤0.01% | 1701 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 3055 |
|
|
2021
Q3 | $1K | Sell |
4
-18
| -82% | -$2.76K | ﹤0.01% | 3065 |
|
|
2021
Q2 | $4K | Buy |
22
+18
| +450% | +$3.27K | ﹤0.01% | 2556 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 2848 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 2785 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 3520 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 3367 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | +$409 | ﹤0.01% | 3336 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3320 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3439 |
|
|
2019
Q1 | – | Sell |
-55
| Closed | -$4K | – | 3005 |
|
|
2018
Q4 | $4K | Sell |
55
-119
| -68% | -$8.6K | ﹤0.01% | 2948 |
|
|
2018
Q3 | $14K | Sell |
174
-40
| -19% | -$3.65K | ﹤0.01% | 2659 |
|
|
2018
Q2 | $20K | Sell |
214
-24
| -10% | -$2.62K | ﹤0.01% | 2468 |
|
|
2018
Q1 | $22K | Hold |
238
| – | – | ﹤0.01% | 2326 |
|
|
2017
Q4 | $22K | Buy |
238
+15
| +7% | +$1.5K | ﹤0.01% | 2359 |
|
|
2017
Q3 | $21K | Buy |
223
+19
| +9% | +$1.55K | ﹤0.01% | 2560 |
|
|
2017
Q2 | $14K | Sell |
204
-6
| -3% | -$455 | ﹤0.01% | 2805 |
|
|
2017
Q1 | $14K | Sell |
210
-29
| -12% | -$1.91K | ﹤0.01% | 2725 |
|
|
2016
Q4 | $14K | Sell |
239
-5
| -2% | -$270 | ﹤0.01% | 2705 |
|
|
2016
Q3 | $12K | Buy |
+244
| New | +$11.5K | ﹤0.01% | 2714 |
|
Other funds holding MKSI
VPM
VCM
