Principia Wealth Advisory’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
$111K Buy
7,200
+56
+0.8% +$866 0.09% 85
2025
Q1
$102K Hold
7,144
0.1% 66
2024
Q4
$94.6K Buy
+7,144
New +$94.6K 0.09% 67