Bell Investment Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.8K	Buy	905 +535	+145%	+$9.39K	﹤0.01%	498
2025 Q4	$5.77K	Buy	370 +90	+32%	+$1.29K	﹤0.01%	914
2025 Q3	$4.1K	Hold	280	–	–	﹤0.01%	1033
2025 Q2	$4.33K	Buy	280 +70	+33%	+$1.03K	﹤0.01%	1049
2025 Q1	$3.12K	Buy	210 +138	+192%	+$1.93K	﹤0.01%	1127
2024 Q4	$954	Sell	72 -36	-33%	-$495	﹤0.01%	1599
2024 Q3	$1.54K	Buy	108 +36	+50%	+$511	﹤0.01%	1450
2024 Q2	$932	Sell	72 -142	-66%	-$1.88K	﹤0.01%	1628
2024 Q1	$2.97K	Buy	214 +106	+98%	+$1.54K	﹤0.01%	1176
2023 Q4	$1.54K	Sell	108 -313	-74%	-$4.44K	﹤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	$6.39K	Buy	388 +105	+37%	+$1.67K	﹤0.01%	664
2022 Q4	$4.42K	Buy	283 +135	+91%	+$1.89K	﹤0.01%	873
2022 Q3	$2K	Buy	148 +36	+32%	+$501	﹤0.01%	1222
2022 Q2	$2K	Buy	+112	New	+$1.6K	﹤0.01%	1241
2021 Q4	$2K	Sell	176 -86	-33%	-$1.21K	﹤0.01%	1238
2021 Q3	$4K	Buy	+262	New	+$4.4K	﹤0.01%	829