Concord Wealth Partners’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 | $309 | Hold |
20
| – | – | ﹤0.01% | 799 |
|
|
2025
Q1 | $297 | Buy |
+20
| New | +$297 | ﹤0.01% | 774 |
|
|
2022
Q2 | – | Sell |
-813
| Closed | -$12K | – | 1366 |
|
|
2022
Q1 | $12K | Sell |
813
-601
| -43% | -$8.87K | ﹤0.01% | 743 |
|
|
2021
Q4 | $19K | Buy |
1,414
+736
| +109% | +$9.89K | ﹤0.01% | 662 |
|
|
2021
Q3 | $11K | Sell |
678
-907
| -57% | -$14.7K | ﹤0.01% | 460 |
|
|
2021
Q2 | $27K | Sell |
1,585
-127
| -7% | -$2.16K | 0.01% | 446 |
|
|
2021
Q1 | $31K | Buy |
1,712
+653
| +62% | +$11.8K | 0.01% | 412 |
|
|
2020
Q4 | $19K | Buy |
+1,059
| New | +$19K | 0.01% | 316 |
|