AWM
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Accel Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Accel Wealth Management’s Portfolio TAK Stock Details TAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,199
Closed -$19.8K – 778
2023
Q1 		$19.8K Hold
1,199
– – 0.01% 720
2022
Q4 		$18.7K Buy
1,199
+3
+0.3% +$42 0.01% 575
2022
Q3 		$16K Hold
1,196
– – 0.01% 626
2022
Q2 		$17K Buy
1,196
+129
+12% +$1.84K 0.01% 595
2022
Q1 		$15K Hold
1,067
– – 0.01% 627
2021
Q4 		$15K Hold
1,067
– – 0.01% 628
2021
Q3 		$17K Hold
1,067
– – 0.01% 540
2021
Q2 		$18K Hold
1,067
– – 0.01% 576
2021
Q1 		$19K Hold
1,067
– – 0.02% 531
2020
Q4 		$19K Buy
+1,067
New +$18.7K 0.02% 510

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