Williams Jones 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 | – | Sell |
-8,482
| Closed | -$680K | – | 521 |
|
|
2025
Q1 | $680K | Sell |
8,482
-2,300
| -21% | -$184K | 0.01% | 292 |
|
|
2024
Q4 | $1.13M | Sell |
10,782
-2,524
| -19% | -$263K | 0.01% | 242 |
|
|
2024
Q3 | $1.45M | Hold |
13,306
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $1.74M | Sell |
13,306
-24
| -0.2% | -$3.13K | 0.02% | 206 |
|
|
2024
Q1 | $1.77M | Sell |
13,330
-1,510
| -10% | -$201K | 0.02% | 205 |
|
|
2023
Q4 | $1.53M | Sell |
14,840
-8,802
| -37% | -$905K | 0.02% | 218 |
|
|
2023
Q3 | $2.05M | Buy |
23,642
+13,435
| +132% | +$1.16M | 0.03% | 192 |
|
|
2023
Q2 | $1.1M | Buy |
+10,207
| New | +$1.1M | 0.02% | 252 |
|