Congress Wealth Management’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 | $7.01M | Sell |
31,389
-6,907
| -18% | -$1.54M | 0.07% | 318 |
|
|
2025
Q1 | $8.29M | Buy |
38,296
+8,331
| +28% | +$1.8M | 0.1% | 238 |
|
|
2024
Q4 | $6.77M | Buy |
+29,965
| New | +$6.77M | 0.09% | 247 |
|
|
2024
Q1 | – | Sell |
-4,752
| Closed | -$1.39M | – | 616 |
|
|
2023
Q4 | $1.39M | Sell |
4,752
-158
| -3% | -$46.3K | 0.03% | 354 |
|
|
2023
Q3 | $1.05M | Buy |
4,910
+371
| +8% | +$79.3K | 0.02% | 370 |
|
|
2023
Q2 | $1.19M | Buy |
4,539
+173
| +4% | +$45.2K | 0.03% | 324 |
|
|
2023
Q1 | $1.71M | Buy |
4,366
+339
| +8% | +$133K | 0.04% | 288 |
|
|
2022
Q4 | $1.12M | Buy |
4,027
+221
| +6% | +$61.6K | 0.03% | 322 |
|
|
2022
Q3 | $847K | Buy |
3,806
+1,072
| +39% | +$239K | 0.02% | 344 |
|
|
2022
Q2 | $700K | Buy |
2,734
+366
| +15% | +$93.7K | 0.02% | 371 |
|
|
2022
Q1 | $806K | Buy |
2,368
+737
| +45% | +$251K | 0.02% | 386 |
|
|
2021
Q4 | $671K | Buy |
+1,631
| New | +$671K | 0.01% | 421 |
|