Geneos 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 | $26.8K | Sell |
120
-120
| -50% | -$26.8K | ﹤0.01% | 1892 |
|
2025
Q1 | $51.9K | Buy |
240
+200
| +500% | +$43.3K | ﹤0.01% | 1904 |
|
2024
Q4 | $9.04K | Buy |
+40
| New | +$9.04K | ﹤0.01% | 2087 |
|
2021
Q4 | – | Sell |
-122
| Closed | -$50K | – | 2833 |
|
2021
Q3 | $50K | Hold |
122
| – | – | ﹤0.01% | 1497 |
|
2021
Q2 | $56K | Sell |
122
-23
| -16% | -$10.6K | ﹤0.01% | 1419 |
|
2021
Q1 | $70K | Buy |
145
+3
| +2% | +$1.45K | ﹤0.01% | 1454 |
|
2020
Q4 | $63K | Buy |
142
+105
| +284% | +$46.6K | ﹤0.01% | 1346 |
|
2020
Q3 | $17K | Hold |
37
| – | – | ﹤0.01% | 1733 |
|
2020
Q2 | $18K | Hold |
37
| – | – | ﹤0.01% | 1666 |
|
2020
Q1 | $12K | Sell |
37
-22
| -37% | -$7.14K | ﹤0.01% | 1730 |
|
2019
Q4 | $22K | Buy |
59
+22
| +59% | +$8.2K | ﹤0.01% | 1639 |
|
2019
Q3 | $12K | Hold |
37
| – | – | ﹤0.01% | 1806 |
|
2019
Q2 | $11K | Hold |
37
| – | – | ﹤0.01% | 1878 |
|
2019
Q1 | $9K | Hold |
37
| – | – | ﹤0.01% | 1872 |
|
2018
Q4 | $7K | Hold |
37
| – | – | ﹤0.01% | 1887 |
|
2018
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 2017 |
|
2018
Q2 | $7K | Sell |
37
-34
| -48% | -$6.43K | ﹤0.01% | 1835 |
|
2018
Q1 | $15K | Sell |
71
-8
| -10% | -$1.69K | ﹤0.01% | 1507 |
|
2017
Q4 | $15K | Hold |
79
| – | – | ﹤0.01% | 1489 |
|
2017
Q3 | $14K | Sell |
79
-31
| -28% | -$5.49K | ﹤0.01% | 1458 |
|
2017
Q2 | $22K | Hold |
110
| – | – | ﹤0.01% | 1236 |
|
2017
Q1 | $20K | Hold |
110
| – | – | ﹤0.01% | 1242 |
|
2016
Q4 | $16K | Buy |
110
+8
| +8% | +$1.16K | ﹤0.01% | 1273 |
|
2016
Q3 | $16K | Buy |
102
+37
| +57% | +$5.8K | ﹤0.01% | 1212 |
|
2016
Q2 | $9K | Hold |
65
| – | – | ﹤0.01% | 1364 |
|
2016
Q1 | $8K | Buy |
+65
| New | +$8K | ﹤0.01% | 1383 |
|