JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4K | Buy |
933
+125
| +15% | +$1.93K | ﹤0.01% | 744 |
|
|
2025
Q1 | $12K | Sell |
808
-273
| -25% | -$4.06K | ﹤0.01% | 819 |
|
|
2024
Q4 | $14.3K | Buy |
1,081
+120
| +12% | +$1.59K | ﹤0.01% | 745 |
|
|
2024
Q3 | $13.7K | Hold |
961
| – | – | ﹤0.01% | 748 |
|
|
2024
Q2 | $12.4K | Hold |
961
| – | – | ﹤0.01% | 727 |
|
|
2024
Q1 | $13.3K | Sell |
961
-4
| -0.4% | -$56 | ﹤0.01% | 729 |
|
|
2023
Q4 | $13.8K | Hold |
965
| – | – | ﹤0.01% | 686 |
|
|
2023
Q3 | $14.9K | Hold |
965
| – | – | ﹤0.01% | 611 |
|
|
2023
Q2 | $15.2K | Sell |
965
-254
| -21% | -$3.99K | ﹤0.01% | 601 |
|
|
2023
Q1 | $20.1K | Sell |
1,219
-183
| -13% | -$3.02K | ﹤0.01% | 536 |
|
|
2022
Q4 | $21.9K | Sell |
1,402
-9,046
| -87% | -$141K | ﹤0.01% | 517 |
|
|
2022
Q3 | $136K | Buy |
10,448
+145
| +1% | +$1.89K | 0.01% | 255 |
|
|
2022
Q2 | $145K | Sell |
10,303
-521
| -5% | -$7.33K | 0.02% | 248 |
|
|
2022
Q1 | $155K | Sell |
10,824
-1,362
| -11% | -$19.5K | 0.01% | 253 |
|
|
2021
Q4 | $166K | Buy |
12,186
+1,131
| +10% | +$15.4K | 0.02% | 246 |
|
|
2021
Q3 | $181K | Hold |
11,055
| – | – | 0.02% | 228 |
|
|
2021
Q2 | $186K | Buy |
11,055
+1,845
| +20% | +$31K | 0.03% | 172 |
|
|
2021
Q1 | $168K | Buy |
9,210
+771
| +9% | +$14.1K | 0.03% | 153 |
|
|
2020
Q4 | $154K | Buy |
8,439
+818
| +11% | +$14.9K | 0.03% | 156 |
|
|
2020
Q3 | $136K | Buy |
7,621
+623
| +9% | +$11.1K | 0.03% | 158 |
|
|
2020
Q2 | $125K | Buy |
6,998
+363
| +5% | +$6.48K | 0.03% | 160 |
|
|
2020
Q1 | $101K | Buy |
6,635
+1,456
| +28% | +$22.2K | 0.03% | 171 |
|
|
2019
Q4 | $102K | Hold |
5,179
| – | – | 0.03% | 194 |
|
|
2019
Q3 | $89K | Buy |
5,179
+2,281
| +79% | +$39.2K | 0.02% | 197 |
|
|
2019
Q2 | $51K | Hold |
2,898
| – | – | 0.01% | 238 |
|
|
2019
Q1 | $59K | Buy |
2,898
+346
| +14% | +$7.04K | 0.02% | 219 |
|
|
2018
Q4 | $43K | Buy |
+2,552
| New | +$43K | 0.01% | 238 |
|