Allworth Financial’s Takeda Pharmaceutical TAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Buy |
11,357
+560
| +5% | +$8.66K | ﹤0.01% | 1232 |
|
|
2025
Q1 | $163K | Buy |
10,797
+1,215
| +13% | +$18.4K | ﹤0.01% | 1015 |
|
|
2024
Q4 | $124K | Buy |
9,582
+3,222
| +51% | +$41.5K | ﹤0.01% | 1159 |
|
|
2024
Q3 | $90.4K | Sell |
6,360
-995
| -14% | -$14.1K | ﹤0.01% | 1131 |
|
|
2024
Q2 | $98.3K | Buy |
7,355
+983
| +15% | +$13.1K | ﹤0.01% | 1083 |
|
|
2024
Q1 | $88.5K | Buy |
6,372
+37
| +0.6% | +$514 | ﹤0.01% | 1063 |
|
|
2023
Q4 | $90.4K | Buy |
6,335
+152
| +2% | +$2.17K | ﹤0.01% | 983 |
|
|
2023
Q3 | $95.7K | Buy |
6,183
+3,256
| +111% | +$50.4K | ﹤0.01% | 896 |
|
|
2023
Q2 | $46K | Sell |
2,927
-130
| -4% | -$2.04K | ﹤0.01% | 1155 |
|
|
2023
Q1 | $50.4K | Buy |
3,057
+266
| +10% | +$4.38K | ﹤0.01% | 1072 |
|
|
2022
Q4 | $43.5K | Sell |
2,791
-80
| -3% | -$1.25K | ﹤0.01% | 1063 |
|
|
2022
Q3 | $37K | Buy |
2,871
+2,335
| +436% | +$30.1K | ﹤0.01% | 1073 |
|
|
2022
Q2 | $8K | Buy |
536
+466
| +666% | +$6.96K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 2024 |
|
|
2021
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 1862 |
|
|
2021
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 1803 |
|
|
2021
Q2 | $1K | Hold |
70
| – | – | ﹤0.01% | 1498 |
|
|
2021
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 1431 |
|
|
2020
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 1294 |
|
|
2020
Q3 | $1K | Sell |
70
-126
| -64% | -$1.8K | ﹤0.01% | 1131 |
|
|
2020
Q2 | $4K | Buy |
196
+126
| +180% | +$2.57K | ﹤0.01% | 914 |
|
|
2020
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 1185 |
|
|
2019
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 1013 |
|
|
2019
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 919 |
|
|
2019
Q2 | $1K | Hold |
70
| – | – | ﹤0.01% | 907 |
|
|
2019
Q1 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 924 |
|