Moody Aldrich Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,706
| Closed | -$223K | – | 208 |
|
|
2024
Q2 | $223K | Buy |
+1,706
| New | +$223K | 0.04% | 185 |
|
|
2023
Q3 | – | Sell |
-2,173
| Closed | -$235K | – | 204 |
|
|
2023
Q2 | $235K | Sell |
2,173
-111
| -5% | -$12K | 0.05% | 145 |
|
|
2023
Q1 | $202K | Buy |
+2,284
| New | +$202K | 0.04% | 152 |
|
|
2017
Q4 | – | Sell |
-6,862
| Closed | -$648K | – | 95 |
|
|
2017
Q3 | $648K | Buy |
6,862
+827
| +14% | +$78.1K | 0.67% | 71 |
|
|
2017
Q2 | $406K | Sell |
6,035
-3,210
| -35% | -$216K | 0.51% | 82 |
|
|
2017
Q1 | $636K | Sell |
9,245
-21,130
| -70% | -$1.45M | 1.09% | 41 |
|
|
2016
Q4 | $1.8M | Sell |
30,375
-795
| -3% | -$47.2K | 1.16% | 34 |
|
|
2016
Q3 | $1.55M | Sell |
31,170
-13,085
| -30% | -$651K | 1.08% | 35 |
|
|
2016
Q2 | $1.91M | Buy |
44,255
+25,385
| +135% | +$1.09M | 1.57% | 15 |
|
|
2016
Q1 | $710K | Buy |
+18,870
| New | +$710K | 1.49% | 24 |
|