Valeo 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 | $182K | Buy |
+11,741
| New | +$182K | ﹤0.01% | 715 |
|
|
2023
Q4 | – | Sell |
-10,625
| Closed | -$164K | – | 671 |
|
|
2023
Q3 | $164K | Buy |
10,625
+76
| +0.7% | +$1.18K | 0.01% | 576 |
|
|
2023
Q2 | $166K | Buy |
+10,549
| New | +$166K | 0.01% | 552 |
|
|
2021
Q2 | – | Sell |
-1,517
| Closed | -$28K | – | 1580 |
|
|
2021
Q1 | $28K | Sell |
1,517
-780
| -34% | -$14.4K | ﹤0.01% | 1003 |
|
|
2020
Q4 | $42K | Sell |
2,297
-623
| -21% | -$11.4K | ﹤0.01% | 816 |
|
|
2020
Q3 | $52K | Sell |
2,920
-314
| -10% | -$5.59K | ﹤0.01% | 642 |
|
|
2020
Q2 | $58K | Buy |
3,234
+250
| +8% | +$4.48K | 0.01% | 633 |
|
|
2020
Q1 | $48K | Buy |
2,984
+31
| +1% | +$499 | 0.01% | 600 |
|
|
2019
Q4 | $58K | Hold |
2,953
| – | – | 0.01% | 590 |
|
|
2019
Q3 | $51K | Buy |
2,953
+3
| +0.1% | +$52 | 0.01% | 593 |
|
|
2019
Q2 | $52K | Sell |
2,950
-272
| -8% | -$4.8K | 0.01% | 583 |
|
|
2019
Q1 | $66K | Buy |
+3,222
| New | +$66K | 0.01% | 503 |
|