Plante Moran Financial Advisors’s Takeda Pharmaceutical TAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-95
| Closed | -$1.48K | – | 937 |
|
|
2022
Q4 | $1.48K | Sell |
95
-56
| -37% | -$874 | ﹤0.01% | 754 |
|
|
2022
Q3 | $2K | Hold |
151
| – | – | ﹤0.01% | 800 |
|
|
2022
Q2 | $2K | Hold |
151
| – | – | ﹤0.01% | 845 |
|
|
2022
Q1 | $2K | Hold |
151
| – | – | ﹤0.01% | 753 |
|
|
2021
Q4 | $2K | Hold |
151
| – | – | ﹤0.01% | 929 |
|
|
2021
Q3 | $2K | Hold |
151
| – | – | ﹤0.01% | 876 |
|
|
2021
Q2 | $3K | Sell |
151
-166
| -52% | -$3.3K | ﹤0.01% | 863 |
|
|
2021
Q1 | $6K | Hold |
317
| – | – | ﹤0.01% | 754 |
|
|
2020
Q4 | $6K | Hold |
317
| – | – | ﹤0.01% | 687 |
|
|
2020
Q3 | $6K | Buy |
317
+166
| +110% | +$3.14K | ﹤0.01% | 671 |
|
|
2020
Q2 | $3K | Hold |
151
| – | – | ﹤0.01% | 638 |
|
|
2020
Q1 | $2K | Sell |
151
-523
| -78% | -$6.93K | ﹤0.01% | 659 |
|
|
2019
Q4 | $13K | Sell |
674
-414
| -38% | -$7.99K | ﹤0.01% | 522 |
|
|
2019
Q3 | $19K | Buy |
1,088
+794
| +270% | +$13.9K | 0.01% | 513 |
|
|
2019
Q2 | $5K | Sell |
294
-83
| -22% | -$1.41K | ﹤0.01% | 650 |
|
|
2019
Q1 | $8K | Buy |
+377
| New | +$8K | ﹤0.01% | 578 |
|