WR Wealth Planners’s Takeda Pharmaceutical TAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.26K | Hold |
397
| – | – | ﹤0.01% | 690 |
|
|
2024
Q3 | $5.65K | Sell |
397
-245
| -38% | -$3.48K | ﹤0.01% | 721 |
|
|
2024
Q2 | $8.31K | Buy |
642
+23
| +4% | +$298 | ﹤0.01% | 635 |
|
|
2024
Q1 | $8.6K | Buy |
+619
| New | +$8.6K | ﹤0.01% | 627 |
|
|
2023
Q4 | – | Sell |
-950
| Closed | -$14.7K | – | 783 |
|
|
2023
Q3 | $14.7K | Buy |
950
+52
| +6% | +$804 | 0.01% | 476 |
|
|
2023
Q2 | $14.1K | Hold |
898
| – | – | 0.01% | 488 |
|
|
2023
Q1 | $14.8K | Buy |
+898
| New | +$14.8K | 0.01% | 466 |
|