Beverly Hills Private Wealth’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 | $351K | Sell |
22,704
-2,075
| -8% | -$32.1K | 0.07% | 229 |
|
|
2025
Q1 | $368K | Sell |
24,779
-44
| -0.2% | -$654 | 0.07% | 219 |
|
|
2024
Q4 | $329K | Sell |
24,823
-914
| -4% | -$12.1K | 0.07% | 241 |
|
|
2024
Q3 | $366K | Sell |
25,737
-4,409
| -15% | -$62.7K | 0.07% | 233 |
|
|
2024
Q2 | $390K | Buy |
30,146
+1,625
| +6% | +$21K | 0.08% | 226 |
|
|
2024
Q1 | $396K | Buy |
28,521
+15,908
| +126% | +$221K | 0.09% | 232 |
|
|
2023
Q4 | $180K | Sell |
12,613
-12,927
| -51% | -$184K | 0.05% | 322 |
|
|
2023
Q3 | $395K | Sell |
25,540
-25,584
| -50% | -$396K | 0.12% | 186 |
|
|
2023
Q2 | $778K | Buy |
51,124
+33,197
| +185% | +$505K | 0.13% | 174 |
|
|
2023
Q1 | $295K | Buy |
+17,927
| New | +$295K | 0.09% | 221 |
|