Steward Partners Investment 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 | $15.3K | Hold |
991
| – | – | ﹤0.01% | 3024 |
|
|
2025
Q1 | $14.7K | Buy |
991
+142
| +17% | +$2.11K | ﹤0.01% | 2934 |
|
|
2024
Q4 | $11.2K | Hold |
849
| – | – | ﹤0.01% | 3050 |
|
|
2024
Q3 | $12.1K | Buy |
849
+550
| +184% | +$7.82K | ﹤0.01% | 2874 |
|
|
2024
Q2 | $3.87K | Sell |
299
-464
| -61% | -$6K | ﹤0.01% | 3122 |
|
|
2024
Q1 | $10.6K | Hold |
763
| – | – | ﹤0.01% | 2790 |
|
|
2023
Q4 | $10.9K | Sell |
763
-31
| -4% | -$442 | ﹤0.01% | 2671 |
|
|
2023
Q3 | $12.3K | Buy |
794
+75
| +10% | +$1.16K | ﹤0.01% | 2514 |
|
|
2023
Q2 | $11.3K | Buy |
719
+150
| +26% | +$2.36K | ﹤0.01% | 2526 |
|
|
2023
Q1 | $9.38K | Sell |
569
-125
| -18% | -$2.06K | ﹤0.01% | 2568 |
|
|
2022
Q4 | $10.8K | Sell |
694
-911
| -57% | -$14.2K | ﹤0.01% | 2506 |
|
|
2022
Q3 | $21K | Buy |
1,605
+1,300
| +426% | +$17K | ﹤0.01% | 2215 |
|
|
2022
Q2 | $4K | Sell |
305
-266
| -47% | -$3.49K | ﹤0.01% | 2868 |
|
|
2022
Q1 | $8K | Sell |
571
-105
| -16% | -$1.47K | ﹤0.01% | 2749 |
|
|
2021
Q4 | $9K | Sell |
676
-100
| -13% | -$1.33K | ﹤0.01% | 2658 |
|
|
2021
Q3 | $13K | Sell |
776
-152
| -16% | -$2.55K | ﹤0.01% | 2518 |
|
|
2021
Q2 | $16K | Sell |
928
-1,322
| -59% | -$22.8K | ﹤0.01% | 5398 |
|
|
2021
Q1 | $41.1K | Buy |
2,250
+1,146
| +104% | +$20.9K | ﹤0.01% | 2082 |
|
|
2020
Q4 | $20K | Sell |
1,104
-640
| -37% | -$11.6K | ﹤0.01% | 2065 |
|
|
2020
Q3 | $31K | Sell |
1,744
-288
| -14% | -$5.12K | ﹤0.01% | 1713 |
|
|
2020
Q2 | $36K | Buy |
2,032
+500
| +33% | +$8.86K | ﹤0.01% | 1552 |
|
|
2020
Q1 | $23K | Sell |
1,532
-38
| -2% | -$570 | ﹤0.01% | 1564 |
|
|
2019
Q4 | $30K | Sell |
1,570
-85
| -5% | -$1.62K | ﹤0.01% | 1627 |
|
|
2019
Q3 | $28K | Sell |
1,655
-105
| -6% | -$1.78K | ﹤0.01% | 1611 |
|
|
2019
Q2 | $31K | Buy |
+1,760
| New | +$31K | ﹤0.01% | 1540 |
|