Mount Yale Investment Advisors’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 | $1.8K | Buy |
+117
| New | +$1.8K | ﹤0.01% | 1346 |
|
|
2022
Q3 | – | Sell |
-28,914
| Closed | -$406K | – | 477 |
|
|
2022
Q2 | $406K | Buy |
28,914
+10
| +0% | +$140 | 0.05% | 312 |
|
|
2022
Q1 | $414K | Buy |
28,904
+4,921
| +21% | +$70.5K | 0.05% | 323 |
|
|
2021
Q4 | $327K | Buy |
23,983
+1,656
| +7% | +$22.6K | 0.03% | 349 |
|
|
2021
Q3 | $366K | Buy |
+22,327
| New | +$366K | 0.04% | 322 |
|