Caldwell Trust’s Takeda Pharmaceutical TAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,551
|
|
||||
|
2022
Q2 | $106K | Hold |
7,551
|
|
||||
|
2022
Q1 | $108K | Hold |
7,551
|
|
||||
|
2021
Q4 | $103K | Hold |
7,551
|
|
||||
|
2021
Q3 | $124K | Sell |
7,551
-280
|
|
||||
|
2021
Q2 | $132K | Sell |
7,831
-67
|
|
||||
|
2021
Q1 | $144K | Hold |
7,898
|
|
||||
|
2020
Q4 | $144K | Hold |
7,898
|
|
||||
|
2020
Q3 | $141K | Hold |
7,898
|
|
||||
|
2020
Q2 | $142K | Hold |
7,898
|
|
||||
|
2020
Q1 | $120K | Hold |
7,898
|
|
||||
|
2019
Q4 | $156K | Buy |
+7,898
|
|