Legacy Financial Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-22,620
Closed -$293K 366
2024
Q2
$293K Sell
22,620
-2,713
-11% -$35.1K 0.05% 259
2024
Q1
$352K Buy
25,333
+596
+2% +$8.28K 0.06% 223
2023
Q4
$353K Sell
24,737
-812
-3% -$11.6K 0.07% 207
2023
Q3
$395K Buy
25,549
+834
+3% +$12.9K 0.08% 169
2023
Q2
$388K Buy
24,715
+362
+1% +$5.69K 0.07% 167
2023
Q1
$401K Buy
24,353
+861
+4% +$14.2K 0.08% 153
2022
Q4
$366K Sell
23,492
-6,142
-21% -$95.8K 0.08% 150
2022
Q3
$384K Buy
29,634
+9,264
+45% +$120K 0.09% 127
2022
Q2
$286K Buy
20,370
+17
+0.1% +$239 0.07% 154
2022
Q1
$291K Buy
+20,353
New +$291K 0.07% 164
2019
Q2
Sell
-300
Closed -$6K 806
2019
Q1
$6K Buy
+300
New +$6K ﹤0.01% 747