IFP Advisors’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 | $14.7K | Sell |
951
-1,557
| -62% | -$24.1K | ﹤0.01% | 2710 |
|
2025
Q1 | $37.3K | Buy |
2,508
+349
| +16% | +$5.19K | ﹤0.01% | 2034 |
|
2024
Q4 | $28.6K | Buy |
2,159
+36
| +2% | +$477 | ﹤0.01% | 2087 |
|
2024
Q3 | $30.2K | Buy |
2,123
+183
| +9% | +$2.6K | ﹤0.01% | 1962 |
|
2024
Q2 | $25.1K | Buy |
1,940
+1,611
| +490% | +$20.8K | ﹤0.01% | 1978 |
|
2024
Q1 | $4.57K | Buy |
329
+80
| +32% | +$1.11K | ﹤0.01% | 2477 |
|
2023
Q4 | $3.55K | Sell |
249
-117
| -32% | -$1.67K | ﹤0.01% | 2520 |
|
2023
Q3 | $5.66K | Sell |
366
-995
| -73% | -$15.4K | ﹤0.01% | 2462 |
|
2023
Q2 | $21.4K | Buy |
1,361
+1,045
| +331% | +$16.4K | ﹤0.01% | 1963 |
|
2023
Q1 | $6.19K | Sell |
316
-3,163
| -91% | -$62K | ﹤0.01% | 2486 |
|
2022
Q4 | $70K | Sell |
3,479
-881
| -20% | -$17.7K | ﹤0.01% | 2002 |
|
2022
Q3 | $87K | Buy |
4,360
+520
| +14% | +$10.4K | ﹤0.01% | 1962 |
|
2022
Q2 | $77K | Hold |
3,840
| – | – | ﹤0.01% | 1873 |
|
2022
Q1 | $77K | Buy |
3,840
+3,422
| +819% | +$68.6K | ﹤0.01% | 1873 |
|
2021
Q4 | $7K | Hold |
418
| – | – | ﹤0.01% | 2326 |
|
2021
Q3 | $8K | Sell |
418
-900
| -68% | -$17.2K | ﹤0.01% | 2325 |
|
2021
Q2 | $23K | Buy |
1,318
+61
| +5% | +$1.06K | ﹤0.01% | 1875 |
|
2021
Q1 | $25K | Sell |
1,257
-650
| -34% | -$12.9K | ﹤0.01% | 1753 |
|
2020
Q4 | $36K | Sell |
1,907
-533
| -22% | -$10.1K | ﹤0.01% | 1564 |
|
2020
Q3 | $43K | Buy |
2,440
+707
| +41% | +$12.5K | ﹤0.01% | 1347 |
|
2020
Q2 | $32K | Sell |
1,733
-266
| -13% | -$4.91K | ﹤0.01% | 1401 |
|
2020
Q1 | $30K | Sell |
1,999
-338
| -14% | -$5.07K | ﹤0.01% | 1331 |
|
2019
Q4 | $47K | Sell |
2,337
-513
| -18% | -$10.3K | ﹤0.01% | 1286 |
|
2019
Q3 | $49K | Buy |
+2,850
| New | +$49K | ﹤0.01% | 1379 |
|
2019
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2262 |
|
2016
Q2 | – | Sell |
-25
| Closed | -$1K | – | 4169 |
|
2016
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2262 |
|