EP Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

EP Wealth Advisors’s Portfolio TAK Stock Details TAK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$360K	Buy
2024 Q3	–	Sell
2024 Q2	$194K	Buy
2022 Q3	–	Sell
2022 Q2	$298K	Buy
2022 Q1	$196K	Buy
2021 Q4	–	Sell
2021 Q3	$201K	Buy
2020 Q1	–	Sell
2019 Q4	$206K	Buy
2019 Q3	–	Sell
2019 Q2	$187K	Buy