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