Bartlett & Co Wealth Management’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 | $400K | Hold |
25,326
| – | – | 0.01% | 361 |
|
|
2025
Q1 | $377K | Buy |
25,326
+4,545
| +22% | +$67.6K | 0.01% | 366 |
|
|
2024
Q4 | $275K | Hold |
20,781
| – | – | ﹤0.01% | 404 |
|
|
2024
Q3 | $296K | Hold |
20,781
| – | – | ﹤0.01% | 401 |
|
|
2024
Q2 | $275K | Sell |
20,781
-5
| -0% | -$66 | ﹤0.01% | 409 |
|
|
2024
Q1 | $289K | Buy |
20,786
+5
| +0% | +$69 | ﹤0.01% | 410 |
|
|
2023
Q4 | $296K | Hold |
20,781
| – | – | ﹤0.01% | 420 |
|
|
2023
Q3 | $328K | Hold |
20,781
| – | – | 0.01% | 391 |
|
|
2023
Q2 | $333K | Hold |
20,781
| – | – | 0.01% | 391 |
|
|
2023
Q1 | $349K | Hold |
20,781
| – | – | 0.01% | 323 |
|
|
2022
Q4 | $324K | Hold |
20,781
| – | – | 0.01% | 335 |
|
|
2022
Q3 | $276K | Hold |
20,781
| – | – | 0.01% | 338 |
|
|
2022
Q2 | $299K | Sell |
20,781
-151
| -0.7% | -$2.17K | 0.01% | 323 |
|
|
2022
Q1 | $307K | Hold |
20,932
| – | – | 0.01% | 342 |
|
|
2021
Q4 | $285K | Buy |
+20,932
| New | +$285K | ﹤0.01% | 358 |
|
|
2021
Q1 | – | Sell |
-41
| Closed | -$746 | – | 1187 |
|
|
2020
Q4 | $746 | Buy |
+41
| New | +$746 | ﹤0.01% | 1095 |
|
|
2019
Q2 | – | Sell |
-116
| Closed | -$2.36K | – | 811 |
|
|
2019
Q1 | $2.36K | Buy |
+116
| New | +$2.36K | ﹤0.01% | 643 |
|