Congress Wealth Management’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 Q2	$7.01M	Sell	31,389 -6,907	-18%	-$1.52M	0.07%	318
2025 Q1	$8.29M	Buy	38,296 +8,331	+28%	+$1.75M	0.1%	238
2024 Q4	$6.77M	Buy	+29,965	New	+$7.89M	0.09%	247
2024 Q1	–	Sell	-4,752	Closed	-$1.39M	–	616
2023 Q4	$1.39M	Sell	4,752 -158	-3%	-$38.2K	0.03%	354
2023 Q3	$1.05M	Buy	4,910 +371	+8%	+$89.9K	0.02%	370
2023 Q2	$1.19M	Buy	4,539 +173	+4%	+$51.6K	0.03%	324
2023 Q1	$1.71M	Buy	4,366 +339	+8%	+$120K	0.04%	288
2022 Q4	$1.12M	Buy	4,027 +221	+6%	+$56.9K	0.03%	322
2022 Q3	$847K	Buy	3,806 +1,072	+39%	+$275K	0.02%	344
2022 Q2	$700K	Buy	2,734 +366	+15%	+$100K	0.02%	371
2022 Q1	$806K	Buy	2,368 +737	+45%	+$267K	0.02%	386
2021 Q4	$671K	Buy	+1,631	New	+$643K	0.01%	424