Wealth Enhancement Advisory Services’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
$858K Buy
8,210
+4,318
+111% +$451K ﹤0.01% 1835
2025
Q1
$312K Sell
3,892
-428
-10% -$34.3K ﹤0.01% 2399
2024
Q4
$451K Sell
4,320
-533
-11% -$55.6K ﹤0.01% 2045
2024
Q3
$528K Buy
4,853
+1,807
+59% +$196K ﹤0.01% 1787
2024
Q2
$398K Sell
3,046
-1,905
-38% -$249K ﹤0.01% 1788
2024
Q1
$658K Buy
4,951
+18
+0.4% +$2.39K ﹤0.01% 1435
2023
Q4
$507K Sell
4,933
-779
-14% -$80.1K ﹤0.01% 1493
2023
Q3
$494K Buy
+5,712
New +$494K ﹤0.01% 1423
2018
Q4
Sell
-14,316
Closed -$1.01M 192
2018
Q3
$1.01M Buy
+14,316
New +$1.01M 0.06% 116