Bell 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 | $4.33K | Buy |
280
+70
| +33% | +$1.08K | ﹤0.01% | 1049 |
|
|
2025
Q1 | $3.12K | Buy |
210
+138
| +192% | +$2.05K | ﹤0.01% | 1127 |
|
|
2024
Q4 | $954 | Sell |
72
-36
| -33% | -$477 | ﹤0.01% | 1599 |
|
|
2024
Q3 | $1.54K | Buy |
108
+36
| +50% | +$512 | ﹤0.01% | 1450 |
|
|
2024
Q2 | $932 | Sell |
72
-142
| -66% | -$1.84K | ﹤0.01% | 1628 |
|
|
2024
Q1 | $2.97K | Buy |
214
+106
| +98% | +$1.47K | ﹤0.01% | 1176 |
|
|
2023
Q4 | $1.54K | Sell |
108
-313
| -74% | -$4.47K | ﹤0.01% | 1439 |
|
|
2023
Q3 | $6.51K | Buy |
421
+33
| +9% | +$511 | ﹤0.01% | 682 |
|
|
2023
Q2 | $6.1K | Hold |
388
| – | – | ﹤0.01% | 714 |
|
|
2023
Q1 | $6.4K | Buy |
388
+105
| +37% | +$1.73K | ﹤0.01% | 664 |
|
|
2022
Q4 | $4.42K | Buy |
283
+135
| +91% | +$2.11K | ﹤0.01% | 873 |
|
|
2022
Q3 | $2K | Buy |
148
+36
| +32% | +$486 | ﹤0.01% | 1222 |
|
|
2022
Q2 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 1241 |
|
|
2021
Q4 | $2K | Sell |
176
-86
| -33% | -$977 | ﹤0.01% | 1238 |
|
|
2021
Q3 | $4K | Buy |
+262
| New | +$4K | ﹤0.01% | 829 |
|