Corient Private Wealth’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
$2.65M Buy
171,719
+99,236
+137% +$1.53M ﹤0.01% 988
2025
Q1
$1.08M Sell
72,483
-52,425
-42% -$780K ﹤0.01% 1240
2024
Q4
$1.65M Buy
124,908
+16,311
+15% +$216K ﹤0.01% 1074
2024
Q3
$1.54M Buy
108,597
+40,586
+60% +$577K ﹤0.01% 1190
2024
Q2
$880K Buy
68,011
+4,265
+7% +$55.2K ﹤0.01% 1369
2024
Q1
$885K Sell
63,746
-10,496
-14% -$146K ﹤0.01% 1350
2023
Q4
$1.06M Sell
74,242
-2,889
-4% -$41.2K ﹤0.01% 1267
2023
Q3
$1.2M Buy
77,131
+3,383
+5% +$52.8K ﹤0.01% 1124
2023
Q2
$1.16M Sell
73,748
-8,147
-10% -$128K ﹤0.01% 1094
2023
Q1
$1.35M Buy
81,895
+66,490
+432% +$1.1M ﹤0.01% 975
2022
Q4
$240K Buy
+15,405
New +$240K ﹤0.01% 1416