Peak Asset Management’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
Q1 | – | Sell |
-9,514
| Closed | -$993K | – | 151 |
|
2024
Q4 | $993K | Sell |
9,514
-839
| -8% | -$87.6K | 0.18% | 72 |
|
2024
Q3 | $1.13M | Sell |
10,353
-2,041
| -16% | -$222K | 0.21% | 70 |
|
2024
Q2 | $1.62M | Sell |
12,394
-616
| -5% | -$80.4K | 0.32% | 62 |
|
2024
Q1 | $1.73M | Sell |
13,010
-2,240
| -15% | -$298K | 0.34% | 61 |
|
2023
Q4 | $1.57M | Sell |
15,250
-4,537
| -23% | -$467K | 0.35% | 61 |
|
2023
Q3 | $1.71M | Buy |
19,787
+2,263
| +13% | +$196K | 0.41% | 59 |
|
2023
Q2 | $1.89M | Buy |
17,524
+1,843
| +12% | +$199K | 0.44% | 53 |
|
2023
Q1 | $1.39M | Buy |
15,681
+1,556
| +11% | +$138K | 0.34% | 59 |
|
2022
Q4 | $1.2M | Buy |
14,125
+628
| +5% | +$53.2K | 0.31% | 64 |
|
2022
Q3 | $1.12M | Buy |
13,497
+3,729
| +38% | +$308K | 0.32% | 65 |
|
2022
Q2 | $1M | Buy |
9,768
+1,132
| +13% | +$116K | 0.27% | 66 |
|
2022
Q1 | $1.3M | Buy |
8,636
+1,877
| +28% | +$281K | 0.3% | 62 |
|
2021
Q4 | $1.18M | Buy |
+6,759
| New | +$1.18M | 0.27% | 61 |
|