LWAM
Legacy Wealth Asset Management’s Takeda Pharmaceutical TAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
164,785
-20,687
| -11% | -$320K | 0.65% | 24 |
|
|
2025
Q1 | $2.76M | Buy |
185,472
+44,635
| +32% | +$664K | 0.76% | 17 |
|
|
2024
Q4 | $1.86M | Sell |
140,837
-20,779
| -13% | -$275K | 0.51% | 42 |
|
|
2024
Q3 | $2.3M | Sell |
161,616
-2,798
| -2% | -$39.8K | 0.62% | 31 |
|
|
2024
Q2 | $2.13M | Buy |
164,414
+6,868
| +4% | +$88.9K | 0.6% | 36 |
|
|
2024
Q1 | $2.19M | Buy |
157,546
+2,018
| +1% | +$28K | 0.61% | 32 |
|
|
2023
Q4 | $2.22M | Buy |
155,528
+30,561
| +24% | +$436K | 0.73% | 19 |
|
|
2023
Q3 | $1.93M | Buy |
124,967
+851
| +0.7% | +$13.2K | 0.71% | 23 |
|
|
2023
Q2 | $1.95M | Buy |
124,116
+813
| +0.7% | +$12.8K | 0.68% | 28 |
|
|
2023
Q1 | $2.03M | Sell |
123,303
-14,248
| -10% | -$235K | 0.73% | 20 |
|
|
2022
Q4 | $2.15M | Buy |
137,551
+856
| +0.6% | +$13.4K | 0.82% | 16 |
|
|
2022
Q3 | $1.77M | Buy |
+136,695
| New | +$1.77M | 0.77% | 20 |
|