Steward Partners Investment Advisory’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 | $114K | Buy |
498
+285
| +134% | +$64.4K | ﹤0.01% | 2305 |
|
|
2025
Q4 | $34K | Hold |
213
| – | – | ﹤0.01% | 2883 |
|
|
2025
Q3 | $26.4K | Hold |
213
| – | – | ﹤0.01% | 2953 |
|
|
2025
Q2 | $21.2K | Hold |
213
| – | – | ﹤0.01% | 2901 |
|
|
2025
Q1 | $17.1K | Sell |
213
-50
| -19% | -$5.05K | ﹤0.01% | 2879 |
|
|
2024
Q4 | $27.5K | Buy |
263
+107
| +69% | +$11.5K | ﹤0.01% | 2631 |
|
|
2024
Q3 | $17K | Hold |
156
| – | – | ﹤0.01% | 2724 |
|
|
2024
Q2 | $20.4K | Sell |
156
-118
| -43% | -$14.9K | ﹤0.01% | 2534 |
|
|
2024
Q1 | $36.4K | Buy |
274
+66
| +32% | +$7.67K | ﹤0.01% | 2256 |
|
|
2023
Q4 | $21.4K | Sell |
208
-18
| -8% | -$1.46K | ﹤0.01% | 2372 |
|
|
2023
Q3 | $19.6K | Hold |
226
| – | – | ﹤0.01% | 2317 |
|
|
2023
Q2 | $24.4K | Hold |
226
| – | – | ﹤0.01% | 2191 |
|
|
2023
Q1 | $20K | Hold |
226
| – | – | ﹤0.01% | 2247 |
|
|
2022
Q4 | $19.1K | Hold |
226
| – | – | ﹤0.01% | 2249 |
|
|
2022
Q3 | $19K | Hold |
226
| – | – | ﹤0.01% | 2250 |
|
|
2022
Q2 | $23K | Hold |
226
| – | – | ﹤0.01% | 2164 |
|
|
2022
Q1 | $34K | Sell |
226
-69
| -23% | -$10.7K | ﹤0.01% | 2111 |
|
|
2021
Q4 | $51K | Sell |
295
-8
| -3% | -$1.25K | ﹤0.01% | 1896 |
|
|
2021
Q3 | $46K | Buy |
303
+8
| +3% | +$1.23K | ﹤0.01% | 1947 |
|
|
2021
Q2 | $52K | Sell |
295
-56
| -16% | -$10.2K | ﹤0.01% | 3281 |
|
|
2021
Q1 | $65.1K | Buy |
351
+125
| +55% | +$21K | ﹤0.01% | 1850 |
|
|
2020
Q4 | $34K | Sell |
226
-509
| -69% | -$66.6K | ﹤0.01% | 1849 |
|
|
2020
Q3 | $80K | Buy |
735
+681
| +1,261% | +$79.8K | ﹤0.01% | 1305 |
|
|
2020
Q2 | $6K | Sell |
54
-12
| -18% | -$1.19K | ﹤0.01% | 2221 |
|
|
2020
Q1 | $5K | Sell |
66
-35
| -35% | -$3.58K | ﹤0.01% | 2084 |
|
|
2019
Q4 | $11K | Sell |
101
-74
| -42% | -$7.75K | ﹤0.01% | 1982 |
|
|
2019
Q3 | $16K | Sell |
175
-50
| -22% | -$4.13K | ﹤0.01% | 1806 |
|
|
2019
Q2 | $17K | Buy |
+225
| New | +$19K | ﹤0.01% | 1763 |
|
|
2018
Q4 | – | Sell |
-404
| Closed | -$32K | – | 1592 |
|
|
2018
Q3 | $32K | Buy |
+404
| New | +$36.9K | ﹤0.01% | 1363 |
|
Other funds holding MKSI
VPM
VCM
