Forum Financial Management’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 | $1.42M | Sell |
91,934
-22,390
| -20% | -$346K | 0.02% | 162 |
|
|
2025
Q1 | $1.7M | Hold |
114,324
| – | – | 0.03% | 135 |
|
|
2024
Q4 | $1.51M | Buy |
114,324
+65,399
| +134% | +$866K | 0.03% | 155 |
|
|
2024
Q3 | $696K | Hold |
48,925
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $633K | Buy |
48,925
+15,112
| +45% | +$196K | 0.01% | 243 |
|
|
2024
Q1 | $470K | Buy |
33,813
+7,602
| +29% | +$106K | 0.01% | 344 |
|
|
2023
Q4 | $374K | Sell |
26,211
-41,207
| -61% | -$588K | 0.01% | 377 |
|
|
2023
Q3 | $1.04M | Buy |
67,418
+336
| +0.5% | +$5.2K | 0.02% | 155 |
|
|
2023
Q2 | $1.05M | Sell |
67,082
-11,104
| -14% | -$174K | 0.02% | 153 |
|
|
2023
Q1 | $1.29M | Buy |
78,186
+24
| +0% | +$396 | 0.04% | 117 |
|
|
2022
Q4 | $1.22M | Buy |
78,162
+7
| +0% | +$109 | 0.04% | 112 |
|
|
2022
Q3 | $1.01M | Buy |
78,155
+6
| +0% | +$78 | 0.05% | 112 |
|
|
2022
Q2 | $1.1M | Buy |
78,149
+317
| +0.4% | +$4.45K | 0.06% | 114 |
|
|
2022
Q1 | $1.11M | Hold |
77,832
| – | – | 0.05% | 110 |
|
|
2021
Q4 | $1.06M | Buy |
+77,832
| New | +$1.06M | 0.05% | 119 |
|