GeoWealth 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 | – | Sell |
-10,292
| Closed | -$153K | – | 1289 |
|
|
2025
Q1 | $153K | Sell |
10,292
-5,890
| -36% | -$87.6K | 0.01% | 719 |
|
|
2024
Q4 | $214K | Sell |
16,182
-4,433
| -22% | -$58.7K | 0.01% | 744 |
|
|
2024
Q3 | $293K | Sell |
20,615
-2,264
| -10% | -$32.2K | 0.01% | 613 |
|
|
2024
Q2 | $296K | Buy |
22,879
+1,945
| +9% | +$25.2K | 0.01% | 582 |
|
|
2024
Q1 | $291K | Buy |
20,934
+4,580
| +28% | +$63.6K | 0.01% | 582 |
|
|
2023
Q4 | $233K | Buy |
+16,354
| New | +$233K | 0.02% | 469 |
|