Carson Wealth (CWM LLC)’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 | $105K | Sell |
6,822
-596
| -8% | -$9.17K | ﹤0.01% | 2675 |
|
|
2025
Q1 | $110K | Sell |
7,418
-2,182
| -23% | -$32.4K | ﹤0.01% | 2362 |
|
|
2024
Q4 | $127K | Buy |
9,600
+2,765
| +40% | +$36.6K | ﹤0.01% | 2119 |
|
|
2024
Q3 | $97K | Buy |
6,835
+2,356
| +53% | +$33.4K | ﹤0.01% | 2207 |
|
|
2024
Q2 | $58K | Sell |
4,479
-1,373
| -23% | -$17.8K | ﹤0.01% | 2373 |
|
|
2024
Q1 | $81K | Buy |
5,852
+473
| +9% | +$6.55K | ﹤0.01% | 2006 |
|
|
2023
Q4 | $77K | Sell |
5,379
-860
| -14% | -$12.3K | ﹤0.01% | 1908 |
|
|
2023
Q3 | $97K | Buy |
6,239
+51
| +0.8% | +$793 | ﹤0.01% | 1646 |
|
|
2023
Q2 | $97K | Buy |
6,188
+62
| +1% | +$972 | ﹤0.01% | 1587 |
|
|
2023
Q1 | $101K | Buy |
6,126
+1,267
| +26% | +$20.9K | ﹤0.01% | 1488 |
|
|
2022
Q4 | $76K | Sell |
4,859
-799
| -14% | -$12.5K | ﹤0.01% | 1508 |
|
|
2022
Q3 | $73K | Buy |
5,658
+2,043
| +57% | +$26.4K | ﹤0.01% | 1485 |
|
|
2022
Q2 | $51K | Buy |
3,615
+1,829
| +102% | +$25.8K | ﹤0.01% | 1622 |
|
|
2022
Q1 | $26K | Buy |
1,786
+343
| +24% | +$4.99K | ﹤0.01% | 1929 |
|
|
2021
Q4 | $20K | Buy |
+1,443
| New | +$20K | ﹤0.01% | 1997 |
|
|
2021
Q2 | $19K | Hold |
1,103
| – | – | ﹤0.01% | 1819 |
|
|
2021
Q1 | $19K | Hold |
1,103
| – | – | ﹤0.01% | 1819 |
|
|
2020
Q4 | $19K | Hold |
1,103
| – | – | ﹤0.01% | 1819 |
|
|
2020
Q3 | $19K | Hold |
1,103
| – | – | ﹤0.01% | 1819 |
|
|
2020
Q2 | $19K | Hold |
1,103
| – | – | ﹤0.01% | 1819 |
|
|
2020
Q1 | $19K | Hold |
1,103
| – | – | ﹤0.01% | 1819 |
|
|
2019
Q4 | $19K | Hold |
1,103
| – | – | ﹤0.01% | 1819 |
|
|
2019
Q3 | $19K | Hold |
1,103
| – | – | ﹤0.01% | 1819 |
|
|
2019
Q2 | $19K | Hold |
1,103
| – | – | ﹤0.01% | 1819 |
|
|
2019
Q1 | $19K | Buy |
1,103
+881
| +397% | +$15.2K | ﹤0.01% | 1819 |
|
|
2018
Q4 | $4K | Buy |
+222
| New | +$4K | ﹤0.01% | 1604 |
|