Laird Norton Wetherby Wealth 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 | $694K | Buy |
+44,868
| New | +$694K | 0.03% | 473 |
|
|
2024
Q4 | $519K | Buy |
39,220
+5,167
| +15% | +$68.4K | 0.02% | 516 |
|
|
2024
Q3 | $484K | Sell |
34,053
-6,738
| -17% | -$95.8K | 0.02% | 571 |
|
|
2024
Q2 | $528K | Sell |
40,791
-42,207
| -51% | -$546K | 0.02% | 516 |
|
|
2024
Q1 | $1.15M | Sell |
82,998
-3,785
| -4% | -$52.6K | 0.05% | 333 |
|
|
2023
Q4 | $1.24M | Sell |
86,783
-14,235
| -14% | -$203K | 0.06% | 303 |
|
|
2023
Q3 | $1.56M | Sell |
101,018
-6,201
| -6% | -$95.9K | 0.09% | 243 |
|
|
2023
Q2 | $1.68M | Sell |
107,219
-5,224
| -5% | -$82.1K | 0.09% | 232 |
|
|
2023
Q1 | $1.85M | Buy |
112,443
+10,361
| +10% | +$171K | 0.11% | 202 |
|
|
2022
Q4 | $1.59M | Sell |
102,082
-1,345
| -1% | -$21K | 0.1% | 218 |
|
|
2022
Q3 | $1.34M | Buy |
103,427
+13,512
| +15% | +$175K | 0.09% | 224 |
|
|
2022
Q2 | $1.26M | Sell |
89,915
-54,292
| -38% | -$762K | 0.09% | 245 |
|
|
2022
Q1 | $2.07M | Buy |
144,207
+72,282
| +100% | +$1.04M | 0.12% | 161 |
|
|
2021
Q4 | $980K | Buy |
71,925
+4,736
| +7% | +$64.5K | 0.06% | 325 |
|
|
2021
Q3 | $1.1M | Buy |
67,189
+9,099
| +16% | +$149K | 0.07% | 272 |
|
|
2021
Q2 | $978K | Buy |
58,090
+16,714
| +40% | +$281K | 0.06% | 298 |
|
|
2021
Q1 | $755K | Sell |
41,376
-244
| -0.6% | -$4.45K | 0.06% | 329 |
|
|
2020
Q4 | $757K | Sell |
41,620
-14,137
| -25% | -$257K | 0.05% | 341 |
|
|
2020
Q3 | $995K | Buy |
55,757
+6,326
| +13% | +$113K | 0.09% | 220 |
|
|
2020
Q2 | $886K | Buy |
49,431
+22,632
| +84% | +$406K | 0.08% | 235 |
|
|
2020
Q1 | $407K | Sell |
26,799
-16,560
| -38% | -$251K | 0.05% | 372 |
|
|
2019
Q4 | $855K | Buy |
43,359
+8,746
| +25% | +$172K | 0.08% | 247 |
|
|
2019
Q3 | $595K | Buy |
34,613
+12,468
| +56% | +$214K | 0.06% | 348 |
|
|
2019
Q2 | $392K | Sell |
22,145
-12,660
| -36% | -$224K | 0.04% | 461 |
|
|
2019
Q1 | $709K | Buy |
+34,805
| New | +$709K | 0.09% | 260 |
|