Advisory Research’s Teladoc Health TDOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,738
Closed -$861K 380
2021
Q1
$861K Buy
4,738
+1,195
+34% +$217K 0.06% 221
2020
Q4
$708K Buy
3,543
+1,218
+52% +$243K 0.05% 228
2020
Q3
$510K Sell
2,325
-4,952
-68% -$1.09M 0.05% 237
2020
Q2
$1.39M Sell
7,277
-11,975
-62% -$2.29M 0.12% 139
2020
Q1
$2.98M Sell
19,252
-16,847
-47% -$2.61M 0.21% 70
2019
Q4
$3.02M Sell
36,099
-4,301
-11% -$360K 0.14% 92
2019
Q3
$2.74M Sell
40,400
-10,705
-21% -$725K 0.13% 100
2019
Q2
$3.39M Buy
51,105
+15,723
+44% +$1.04M 0.07% 145
2019
Q1
$1.97M Sell
35,382
-26,301
-43% -$1.46M 0.04% 186
2018
Q4
$3.06M Sell
61,683
-10,899
-15% -$540K 0.06% 155
2018
Q3
$6.27M Sell
72,582
-24,718
-25% -$2.13M 0.1% 129
2018
Q2
$5.65M Sell
97,300
-35,622
-27% -$2.07M 0.09% 141
2018
Q1
$5.36M Buy
132,922
+13,053
+11% +$526K 0.1% 137
2017
Q4
$4.18M Sell
119,869
-16,448
-12% -$573K 0.07% 162
2017
Q3
$4.52M Buy
136,317
+18,260
+15% +$605K 0.07% 154
2017
Q2
$4.1M Buy
118,057
+87,593
+288% +$3.04M 0.06% 166
2017
Q1
$762K Buy
+30,464
New +$762K 0.01% 337