American Trust Investment Advisors’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	–	Sell	-53,655	Closed	-$798K	–	97
2025 Q1	$798K	Buy	53,655 +8,010	+18%	+$119K	0.33%	63
2024 Q4	$604K	Buy	45,645 +12,500	+38%	+$166K	0.25%	73
2024 Q3	$471K	Buy	+33,145	New	+$471K	0.19%	79