J.P. Morgan Private Wealth Advisors’s MKS Inc. Common Stock MKSI Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio MKSI Stock Details MKSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$1.91M	Sell	22,099 -151	-0.7%	-$13.1K	0.01%	751
2023 Q2	$2.41M	Sell	22,250 -4,877	-18%	-$527K	0.01%	502
2023 Q1	$2.4M	Sell	27,127 -5,165	-16%	-$458K	0.01%	813
2022 Q4	$2.74M	Sell	32,292 -4,668	-13%	-$396K	0.01%	741
2022 Q3	$3.05M	Buy	36,960 +4,884	+15%	+$404K	0.01%	705
2022 Q2	$3.29M	Buy	32,076 +1,630	+5%	+$167K	0.01%	690
2022 Q1	$4.57M	Buy	30,446 +9,734	+47%	+$1.46M	0.01%	646
2021 Q4	$3.61M	Buy	20,712 +812	+4%	+$141K	0.01%	711
2021 Q3	$3M	Buy	19,900 +1,437	+8%	+$217K	0.01%	737
2021 Q2	$3.29M	Buy	18,463 +6,419	+53%	+$1.14M	0.01%	703
2021 Q1	$2.23M	Buy	12,044 +1,080	+10%	+$200K	0.01%	732
2020 Q4	$1.65M	Buy	10,964 +413	+4%	+$62.2K	0.01%	814
2020 Q3	$1.15M	Sell	10,551 -1,410	-12%	-$154K	﹤0.01%	832
2020 Q2	$1.35M	Buy	11,961 +5,334	+80%	+$604K	0.01%	701
2020 Q1	$540K	Buy	6,627 +1,068	+19%	+$87K	﹤0.01%	908
2019 Q4	$612K	Buy	5,559 +2,250	+68%	+$248K	﹤0.01%	972
2019 Q3	$305K	Buy	+3,309	New	+$305K	﹤0.01%	1186
2017 Q2	–	Sell	-14,274	Closed	-$981K	–	1304
2017 Q1	$981K	Buy	14,274 +127	+0.9%	+$8.73K	0.01%	639
2016 Q4	$840K	Buy	14,147 +832	+6%	+$49.4K	0.01%	647
2016 Q3	$662K	Hold	13,315	–	–	0.01%	696
2016 Q2	$573K	Buy	13,315 +1,210	+10%	+$52.1K	0.01%	744
2016 Q1	$456K	Buy	12,105 +865	+8%	+$32.6K	﹤0.01%	778
2015 Q4	$404K	Buy	11,240 +235	+2%	+$8.45K	﹤0.01%	757
2015 Q3	$369K	Hold	11,005	–	–	﹤0.01%	722
2015 Q2	$418K	Hold	11,005	–	–	﹤0.01%	738
2015 Q1	$372K	Sell	11,005 -545	-5%	-$18.4K	﹤0.01%	815
2014 Q4	$423K	Sell	11,550 -180	-2%	-$6.59K	0.01%	774
2014 Q3	$392K	Hold	11,730	–	–	0.01%	767
2014 Q2	$366K	Buy	11,730 +1,509	+15%	+$47.1K	0.01%	655
2014 Q1	$305K	Buy	+10,221	New	+$305K	0.01%	717