CT
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Caldwell Trust’s Takeda Pharmaceutical TAK Stock Holding History

Caldwell Trust’s Portfolio TAK Stock Details TAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,551
Closed -$106K – 742
2022
Q2 		$106K Hold
7,551
– – 0.01% 353
2022
Q1 		$108K Hold
7,551
– – 0.01% 357
2021
Q4 		$103K Hold
7,551
– – 0.01% 370
2021
Q3 		$124K Sell
7,551
-280
-4% -$4.7K 0.02% 336
2021
Q2 		$132K Sell
7,831
-67
-0.8% -$1.14K 0.02% 324
2021
Q1 		$144K Hold
7,898
– – 0.02% 314
2020
Q4 		$144K Hold
7,898
– – 0.02% 299
2020
Q3 		$141K Hold
7,898
– – 0.02% 290
2020
Q2 		$142K Hold
7,898
– – 0.02% 285
2020
Q1 		$120K Hold
7,898
– – 0.02% 296
2019
Q4 		$156K Buy
+7,898
New +$151K 0.02% 306

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