B. Riley Wealth 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
$174K Buy
+11,260
New +$174K 0.01% 881
2024
Q4
$150K Sell
11,304
-131
-1% -$1.73K ﹤0.01% 1070
2024
Q3
$163K Buy
+11,435
New +$163K ﹤0.01% 1168
2021
Q4
Sell
-109,995
Closed -$1.8M 1488
2021
Q3
$1.8M Sell
109,995
-9,770
-8% -$160K 0.06% 364
2021
Q2
$2.02M Buy
119,765
+41,809
+54% +$704K 0.07% 334
2021
Q1
$1.43M Buy
+77,956
New +$1.43M 0.05% 392