WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $246K | Hold |
|
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $359K | Buy |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $483K | Hold |
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|
2022
Q4 | $344K | Hold |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $418K | Hold |
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|
2021
Q4 | $505K | Hold |
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|
2021
Q3 | $517K | Hold |
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|
2021
Q2 | $570K | Hold |
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|
2021
Q1 | $612K | Hold |
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|
2020
Q4 | $701K | Hold |
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|
2020
Q3 | $592K | Buy |
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|
2020
Q2 | $614K | Hold |
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|
2020
Q1 | $407K | Hold |
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|
2019
Q4 | $464K | Hold |
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|
2019
Q3 | $401K | Hold |
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|
2019
Q2 | $394K | Hold |
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|
2019
Q1 | $301K | Hold |
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|
2018
Q4 | $259K | Hold |
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|
2018
Q3 | $219K | Hold |
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|
2018
Q2 | $242K | Hold |
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|
2018
Q1 | $266K | Hold |
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|
2017
Q4 | $247K | Sell |
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|
2017
Q3 | $238K | Hold |
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|
2017
Q2 | $259K | Sell |
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|
2017
Q1 | $243K | Buy |
|