SIA
Schechter Investment Advisors’s Takeda Pharmaceutical TAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.56M | Sell |
104,974
-14,694
| -12% | -$219K | 0.13% | 154 |
|
|
2024
Q4 | $1.58M | Buy |
119,668
+2,884
| +2% | +$38.2K | 0.12% | 166 |
|
|
2024
Q3 | $1.66M | Buy |
116,784
+1,494
| +1% | +$21.2K | 0.12% | 160 |
|
|
2024
Q2 | $1.49M | Sell |
115,290
-12,013
| -9% | -$155K | 0.11% | 173 |
|
|
2024
Q1 | $1.77M | Sell |
127,303
-1,693
| -1% | -$23.5K | 0.13% | 147 |
|
|
2023
Q4 | $1.84M | Sell |
128,996
-5,392
| -4% | -$76.9K | 0.16% | 126 |
|
|
2023
Q3 | $2.08M | Sell |
134,388
-4,200
| -3% | -$65K | 0.2% | 93 |
|
|
2023
Q2 | $2.18M | Sell |
138,588
-1,496
| -1% | -$23.5K | 0.2% | 101 |
|
|
2023
Q1 | $2.31M | Sell |
140,084
-846
| -0.6% | -$13.9K | 0.21% | 90 |
|
|
2022
Q4 | $2.2M | Buy |
140,930
+54,349
| +63% | +$848K | 0.2% | 102 |
|
|
2022
Q3 | $1.12M | Sell |
86,581
-53,863
| -38% | -$699K | 0.11% | 238 |
|
|
2022
Q2 | $1.97M | Sell |
140,444
-7,248
| -5% | -$102K | 0.19% | 96 |
|
|
2022
Q1 | $2.12M | Buy |
147,692
+99,840
| +209% | +$1.43M | 0.2% | 98 |
|
|
2021
Q4 | $652K | Buy |
+47,852
| New | +$652K | 0.06% | 433 |
|