EverSource Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
16,077
+9,536
| +146% | +$147K | 0.01% | 768 |
|
|
2025
Q1 | $97.3K | Buy |
6,541
+1,351
| +26% | +$20.1K | 0.01% | 924 |
|
|
2024
Q4 | $68.7K | Buy |
5,190
+1,770
| +52% | +$23.4K | ﹤0.01% | 1046 |
|
|
2024
Q3 | $48.6K | Buy |
3,420
+338
| +11% | +$4.81K | ﹤0.01% | 1086 |
|
|
2024
Q2 | $42.8K | Buy |
3,082
+859
| +39% | +$11.9K | ﹤0.01% | 1161 |
|
|
2024
Q1 | $29.1K | Buy |
2,223
+656
| +42% | +$8.58K | ﹤0.01% | 1196 |
|
|
2023
Q4 | $22.4K | Buy |
1,567
+135
| +9% | +$1.93K | ﹤0.01% | 1191 |
|
|
2023
Q3 | $22.1K | Buy |
1,432
+167
| +13% | +$2.58K | ﹤0.01% | 1087 |
|
|
2023
Q2 | $19.9K | Sell |
1,265
-492
| -28% | -$7.73K | ﹤0.01% | 1157 |
|
|
2023
Q1 | $29K | Buy |
1,757
+728
| +71% | +$12K | ﹤0.01% | 961 |
|
|
2022
Q4 | $16.1K | Sell |
1,029
-2,286
| -69% | -$35.7K | ﹤0.01% | 1138 |
|
|
2022
Q3 | $43K | Sell |
3,315
-3,175
| -49% | -$41.2K | 0.01% | 671 |
|
|
2022
Q2 | $91K | Buy |
6,490
+5,070
| +357% | +$71.1K | 0.02% | 403 |
|
|
2022
Q1 | $20K | Buy |
1,420
+1,326
| +1,411% | +$18.7K | 0.01% | 705 |
|
|
2021
Q4 | $1K | Buy |
+94
| New | +$1K | ﹤0.01% | 1726 |
|