United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Sell |
30,254
-1,670
| -5% | -$25.8K | ﹤0.01% | 794 |
|
|
2025
Q1 | $475K | Buy |
31,924
+5,016
| +19% | +$74.6K | ﹤0.01% | 750 |
|
|
2024
Q4 | $356K | Sell |
26,908
-3,538
| -12% | -$46.8K | ﹤0.01% | 825 |
|
|
2024
Q3 | $433K | Buy |
30,446
+5,450
| +22% | +$77.5K | ﹤0.01% | 765 |
|
|
2024
Q2 | $323K | Buy |
24,996
+2,246
| +10% | +$29.1K | ﹤0.01% | 818 |
|
|
2024
Q1 | $316K | Sell |
22,750
-1,209
| -5% | -$16.8K | ﹤0.01% | 855 |
|
|
2023
Q4 | $342K | Buy |
+23,959
| New | +$342K | ﹤0.01% | 823 |
|
|
2020
Q1 | – | Sell |
-16,818
| Closed | -$332K | – | 1342 |
|
|
2019
Q4 | $332K | Buy |
+16,818
| New | +$332K | ﹤0.01% | 1094 |
|
|
2019
Q3 | – | Sell |
-21,800
| Closed | -$386K | – | 1449 |
|
|
2019
Q2 | $386K | Sell |
21,800
-2,472
| -10% | -$43.8K | ﹤0.01% | 1112 |
|
|
2019
Q1 | $494K | Buy |
+24,272
| New | +$494K | ﹤0.01% | 975 |
|