Creative Planning’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.81M | Buy |
23,074
+7,813
| +51% | +$1.37M | ﹤0.01% | 1398 |
|
|
2025
Q4 | $2.77M | Buy |
15,261
+5,591
| +58% | +$954K | ﹤0.01% | 1444 |
|
|
2025
Q3 | $1.69M | Buy |
9,670
+6,237
| +182% | +$1.22M | ﹤0.01% | 1672 |
|
|
2025
Q2 | $767K | Buy |
3,433
+1,048
| +44% | +$230K | ﹤0.01% | 2077 |
|
|
2025
Q1 | $516K | Buy |
2,385
+393
| +20% | +$82.5K | ﹤0.01% | 2253 |
|
|
2024
Q4 | $450K | Buy |
1,992
+215
| +12% | +$56.6K | ﹤0.01% | 2324 |
|
|
2024
Q3 | $455K | Buy |
1,777
+141
| +9% | +$33K | ﹤0.01% | 2189 |
|
|
2024
Q2 | $328K | Sell |
1,636
-282
| -15% | -$58.1K | ﹤0.01% | 2277 |
|
|
2024
Q1 | $420K | Sell |
1,918
-576
| -23% | -$136K | ﹤0.01% | 1988 |
|
|
2023
Q4 | $731K | Sell |
2,494
-208
| -8% | -$50.3K | ﹤0.01% | 1447 |
|
|
2023
Q3 | $577K | Buy |
2,702
+805
| +42% | +$195K | ﹤0.01% | 1468 |
|
|
2023
Q2 | $496K | Sell |
1,897
-101
| -5% | -$30.1K | ﹤0.01% | 1555 |
|
|
2023
Q1 | $782K | Sell |
1,998
-47
| -2% | -$16.6K | ﹤0.01% | 1205 |
|
|
2022
Q4 | $570K | Buy |
2,045
+241
| +13% | +$62K | ﹤0.01% | 1359 |
|
|
2022
Q3 | $401K | Buy |
1,804
+150
| +9% | +$38.5K | ﹤0.01% | 1468 |
|
|
2022
Q2 | $423K | Buy |
1,654
+469
| +40% | +$128K | ﹤0.01% | 1405 |
|
|
2022
Q1 | $404K | Buy |
1,185
+647
| +120% | +$235K | ﹤0.01% | 1449 |
|
|
2021
Q4 | $221K | Buy |
+538
| New | +$212K | ﹤0.01% | 1811 |
|
|
2017
Q3 | – | Sell |
-263
| Closed | -$53K | – | 2980 |
|
|
2017
Q2 | $53K | Buy |
263
+29
| +12% | +$5.55K | ﹤0.01% | 2468 |
|
|
2017
Q1 | $44K | Sell |
234
-34
| -13% | -$6.16K | ﹤0.01% | 2577 |
|
|
2016
Q4 | $39K | Sell |
268
-127
| -32% | -$20.2K | ﹤0.01% | 2585 |
|
|
2016
Q3 | $65K | Buy |
395
+127
| +47% | +$20.6K | ﹤0.01% | 2157 |
|
|
2016
Q2 | $39K | Buy |
268
+108
| +68% | +$14.4K | ﹤0.01% | 2317 |
|
|
2016
Q1 | $20K | Buy |
160
+118
| +281% | +$13.5K | ﹤0.01% | 2755 |
|
|
2015
Q4 | $5K | Sell |
42
-766
| -95% | -$78.3K | ﹤0.01% | 3680 |
|
|
2015
Q3 | $75K | Buy |
+808
| New | +$78.1K | ﹤0.01% | 1761 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$14K | – | 4331 |
|
|
2014
Q4 | $14K | Sell |
200
-55
| -22% | -$3.62K | ﹤0.01% | 2917 |
|
|
2014
Q3 | $16K | Buy |
255
+55
| +28% | +$3.1K | ﹤0.01% | 2670 |
|
|
2014
Q2 | $11K | Sell |
200
-1,000
| -83% | -$54.6K | ﹤0.01% | 2821 |
|
|
2014
Q1 | $71K | Buy |
1,200
+500
| +71% | +$30.9K | ﹤0.01% | 1597 |
|
|
2013
Q4 | $47K | Buy |
700
+500
| +250% | +$32.9K | ﹤0.01% | 1650 |
|
|
2013
Q3 | $12K | Buy |
+200
| New | +$10.7K | ﹤0.01% | 2356 |
|
Other funds holding MKTX
VPM
NRCM
VCM
