Perigon Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,961
| Closed | -$166K | – | 909 |
|
|
2024
Q1 | $166K | Buy |
11,961
+1,052
| +10% | +$14.6K | 0.01% | 818 |
|
|
2023
Q4 | $156K | Sell |
10,909
-207
| -2% | -$2.95K | 0.01% | 797 |
|
|
2023
Q3 | $172K | Buy |
+11,116
| New | +$172K | 0.01% | 741 |
|
|
2021
Q1 | – | Sell |
-2,085
| Closed | -$38K | – | 958 |
|
|
2020
Q4 | $38K | Buy |
+2,085
| New | +$38K | ﹤0.01% | 824 |
|