Geneos Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.49K | Sell |
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|
2025
Q2 | $34.1K | Buy |
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|
2025
Q1 | $57.1K | Buy |
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|
2024
Q4 | $16.1K | Sell |
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|
2024
Q3 | $26.9K | Buy |
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|
2024
Q2 | $1.5K | Hold |
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|
2024
Q1 | $1.61K | Sell |
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|
2023
Q4 | $1.73K | Buy |
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|
2023
Q3 | $1.7K | Buy |
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|
2023
Q2 | $1.65K | Hold |
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|
2023
Q1 | $1.73K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $33K | Sell |
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|
2021
Q1 | $35K | Buy |
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|
2020
Q4 | $38K | Sell |
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|
2020
Q3 | $83K | Hold |
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|
2020
Q2 | $82K | Hold |
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|
2020
Q1 | $69K | Buy |
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|
2019
Q4 | $25K | Hold |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $22K | Sell |
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|
2019
Q1 | $27K | Buy |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $8K | Buy |
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