Carson Wealth (CWM LLC)’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.54M | Buy |
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|
2025
Q2 | $4.27M | Buy |
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|
2025
Q1 | $935K | Buy |
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|
2024
Q4 | $719K | Buy |
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|
2024
Q3 | $194K | Buy |
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|
2024
Q2 | $109K | Sell |
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|
2024
Q1 | $140K | Sell |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $148K | Buy |
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|
2023
Q2 | $120K | Sell |
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|
2023
Q1 | $191K | Buy |
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|
2022
Q4 | $122K | Buy |
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|
2022
Q3 | $95K | Sell |
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|
2022
Q2 | $165K | Buy |
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|
2022
Q1 | $135K | Buy |
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|
2021
Q4 | $113K | Buy |
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|
2021
Q2 | $80K | Hold |
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|
2021
Q1 | $80K | Hold |
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|
2020
Q4 | $80K | Hold |
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|
2020
Q3 | $80K | Hold |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $80K | Hold |
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|
2019
Q4 | $80K | Hold |
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|
2019
Q3 | $80K | Hold |
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|
2019
Q2 | $80K | Hold |
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|
2019
Q1 | $80K | Buy |
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|
2018
Q4 | $27K | Buy |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $22K | Buy |
|