Montag & Associates’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 | $19.1K | Hold |
1,238
| – | – | ﹤0.01% | 681 |
|
2025
Q1 | $18.4K | Hold |
1,238
| – | – | ﹤0.01% | 727 |
|
2024
Q4 | $16.4K | Hold |
1,238
| – | – | ﹤0.01% | 730 |
|
2024
Q3 | $17.6K | Hold |
1,238
| – | – | ﹤0.01% | 743 |
|
2024
Q2 | $16K | Hold |
1,238
| – | – | ﹤0.01% | 727 |
|
2024
Q1 | $17.2K | Hold |
1,238
| – | – | ﹤0.01% | 707 |
|
2023
Q4 | $17.7K | Buy |
1,238
+85
| +7% | +$1.21K | ﹤0.01% | 702 |
|
2023
Q3 | $17.8K | Hold |
1,153
| – | – | ﹤0.01% | 678 |
|
2023
Q2 | $18.1K | Hold |
1,153
| – | – | ﹤0.01% | 675 |
|
2023
Q1 | $19K | Hold |
1,153
| – | – | ﹤0.01% | 668 |
|
2022
Q4 | $18K | Buy |
+1,153
| New | +$18K | ﹤0.01% | 672 |
|