J.P. Morgan Private Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.12M | Buy |
72,557
+2,133
| +3% | +$33K | ﹤0.01% | 931 |
|
|
2023
Q2 | $1.11M | Sell |
70,424
-5,148
| -7% | -$80.9K | 0.01% | 737 |
|
|
2023
Q1 | $1.25M | Buy |
75,572
+10,640
| +16% | +$175K | ﹤0.01% | 1066 |
|
|
2022
Q4 | $1.01M | Sell |
64,932
-5,029
| -7% | -$78.5K | ﹤0.01% | 1140 |
|
|
2022
Q3 | $907K | Buy |
69,961
+13,126
| +23% | +$170K | ﹤0.01% | 1188 |
|
|
2022
Q2 | $798K | Buy |
56,835
+6,992
| +14% | +$98.2K | ﹤0.01% | 1248 |
|
|
2022
Q1 | $714K | Buy |
49,843
+14,701
| +42% | +$211K | ﹤0.01% | 1369 |
|
|
2021
Q4 | $479K | Buy |
35,142
+5,136
| +17% | +$70K | ﹤0.01% | 1574 |
|
|
2021
Q3 | $491K | Buy |
30,006
+8,641
| +40% | +$141K | ﹤0.01% | 1505 |
|
|
2021
Q2 | $360K | Buy |
+21,365
| New | +$360K | ﹤0.01% | 1618 |
|
|
2020
Q1 | – | Sell |
-10,868
| Closed | -$214K | – | 1533 |
|
|
2019
Q4 | $214K | Buy |
+10,868
| New | +$214K | ﹤0.01% | 1371 |
|