Concurrent Investment Advisors’s MarketAxess Holdings MKTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,086
Closed -$235K 1371
2025
Q1
$235K Buy
1,086
+4
+0.4% +$865 0.01% 1044
2024
Q4
$245K Sell
1,082
-46
-4% -$10.4K 0.01% 896
2024
Q3
$289K Sell
1,128
-21
-2% -$5.38K 0.01% 787
2024
Q2
$230K Buy
+1,149
New +$230K 0.01% 814
2024
Q1
Sell
-1,268
Closed -$371K 909
2023
Q4
$371K Buy
+1,268
New +$371K 0.02% 571