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Concord Wealth Partners’s Takeda Pharmaceutical TAK Stock Holding History

Concord Wealth Partners’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
2025
Q3 		– Sell
-20
Closed -$309 – 881
2025
Q2 		$309 Hold
20
– – ﹤0.01% 799
2025
Q1 		$297 Buy
+20
New +$280 ﹤0.01% 775
2022
Q2 		– Sell
-813
Closed -$12K – 1365
2022
Q1 		$12K Sell
813
-601
-43% -$8.82K ﹤0.01% 743
2021
Q4 		$19K Buy
1,414
+736
+109% +$10.3K ﹤0.01% 662
2021
Q3 		$11K Sell
678
-907
-57% -$15.2K ﹤0.01% 460
2021
Q2 		$27K Sell
1,585
-127
-7% -$2.16K 0.01% 446
2021
Q1 		$31K Buy
1,712
+653
+62% +$11.7K 0.01% 412
2020
Q4 		$19K Buy
+1,059
New +$18.6K 0.01% 316

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