Creative Planning’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 | $5.75M | Buy |
372,055
+72,494
| +24% | +$1.12M | ﹤0.01% | 713 |
|
|
2025
Q1 | $4.45M | Buy |
299,561
+48,219
| +19% | +$717K | ﹤0.01% | 754 |
|
|
2024
Q4 | $3.33M | Buy |
251,342
+93,712
| +59% | +$1.24M | ﹤0.01% | 843 |
|
|
2024
Q3 | $2.24M | Buy |
157,630
+49,871
| +46% | +$709K | ﹤0.01% | 1006 |
|
|
2024
Q2 | $1.39M | Sell |
107,759
-37,369
| -26% | -$484K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $2.02M | Buy |
145,128
+39,012
| +37% | +$542K | ﹤0.01% | 951 |
|
|
2023
Q4 | $1.51M | Sell |
106,116
-18,877
| -15% | -$269K | ﹤0.01% | 1034 |
|
|
2023
Q3 | $1.93M | Sell |
124,993
-1,951
| -2% | -$30.2K | ﹤0.01% | 858 |
|
|
2023
Q2 | $1.99M | Buy |
126,944
+27,768
| +28% | +$436K | ﹤0.01% | 815 |
|
|
2023
Q1 | $1.63M | Buy |
99,176
+33,116
| +50% | +$546K | ﹤0.01% | 861 |
|
|
2022
Q4 | $1.03M | Sell |
66,060
-1,280
| -2% | -$20K | ﹤0.01% | 1016 |
|
|
2022
Q3 | $873K | Buy |
67,340
+25,057
| +59% | +$325K | ﹤0.01% | 1012 |
|
|
2022
Q2 | $594K | Buy |
42,283
+5,779
| +16% | +$81.2K | ﹤0.01% | 1217 |
|
|
2022
Q1 | $523K | Buy |
36,504
+5,283
| +17% | +$75.7K | ﹤0.01% | 1299 |
|
|
2021
Q4 | $426K | Sell |
31,221
-4,071
| -12% | -$55.5K | ﹤0.01% | 1400 |
|
|
2021
Q3 | $578K | Buy |
35,292
+2,893
| +9% | +$47.4K | ﹤0.01% | 1213 |
|
|
2021
Q2 | $545K | Sell |
32,399
-11,366
| -26% | -$191K | ﹤0.01% | 1231 |
|
|
2021
Q1 | $799K | Buy |
43,765
+8,806
| +25% | +$161K | ﹤0.01% | 1145 |
|
|
2020
Q4 | $636K | Sell |
34,959
-18,425
| -35% | -$335K | ﹤0.01% | 1157 |
|
|
2020
Q3 | $952K | Buy |
53,384
+8,347
| +19% | +$149K | ﹤0.01% | 818 |
|
|
2020
Q2 | $808K | Sell |
45,037
-3,687
| -8% | -$66.1K | ﹤0.01% | 815 |
|
|
2020
Q1 | $740K | Sell |
48,724
-180
| -0.4% | -$2.73K | ﹤0.01% | 762 |
|
|
2019
Q4 | $965K | Sell |
48,904
-2,919
| -6% | -$57.6K | ﹤0.01% | 801 |
|
|
2019
Q3 | $891K | Buy |
51,823
+314
| +0.6% | +$5.4K | ﹤0.01% | 807 |
|
|
2019
Q2 | $912K | Buy |
51,509
+13,679
| +36% | +$242K | ﹤0.01% | 788 |
|
|
2019
Q1 | $771K | Buy |
+37,830
| New | +$771K | ﹤0.01% | 832 |
|