Venturi Wealth 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
Q2 | $453K | Buy |
4,559
+566
| +14% | +$56.2K | 0.02% | 342 |
|
|
2025
Q1 | $320K | Buy |
3,993
+1,043
| +35% | +$83.6K | 0.02% | 427 |
|
|
2024
Q4 | $308K | Buy |
2,950
+141
| +5% | +$14.7K | 0.02% | 444 |
|
|
2024
Q3 | $305K | Buy |
2,809
+537
| +24% | +$58.4K | 0.02% | 384 |
|
|
2024
Q2 | $297K | Buy |
2,272
+2,209
| +3,506% | +$288K | 0.02% | 349 |
|
|
2024
Q1 | $8.38K | Buy |
63
+35
| +125% | +$4.66K | ﹤0.01% | 968 |
|
|
2023
Q4 | $2.88K | Sell |
28
-37
| -57% | -$3.81K | ﹤0.01% | 1132 |
|
|
2023
Q3 | $5.63K | Buy |
+65
| New | +$5.63K | ﹤0.01% | 945 |
|