PDS Planning’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 | $277K | Sell |
17,885
-1,942
| -10% | -$30K | 0.02% | 376 |
|
|
2025
Q1 | $295K | Buy |
19,827
+4,068
| +26% | +$60.5K | 0.02% | 330 |
|
|
2024
Q4 | $209K | Buy |
15,759
+5,316
| +51% | +$70.4K | 0.02% | 393 |
|
|
2024
Q3 | $148K | Buy |
+10,443
| New | +$148K | 0.01% | 415 |
|
|
2024
Q2 | – | Sell |
-10,553
| Closed | -$147K | – | 414 |
|
|
2024
Q1 | $147K | Buy |
+10,553
| New | +$147K | 0.02% | 367 |
|
|
2023
Q4 | – | Sell |
-11,312
| Closed | -$175K | – | 380 |
|
|
2023
Q3 | $175K | Buy |
11,312
+323
| +3% | +$5K | 0.02% | 312 |
|
|
2023
Q2 | $173K | Sell |
10,989
-50
| -0.5% | -$785 | 0.02% | 314 |
|
|
2023
Q1 | $182K | Buy |
+11,039
| New | +$182K | 0.03% | 276 |
|