AE Wealth Management’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
14,747
+3,010
| +26% | +$26.2K | ﹤0.01% | 1416 |
|
|
2025
Q1 | $93.4K | Buy |
+11,737
| New | +$93.4K | ﹤0.01% | 1456 |
|
|
2023
Q2 | – | Sell |
-12,029
| Closed | -$312K | – | 2037 |
|
|
2023
Q1 | $312K | Sell |
12,029
-2,740
| -19% | -$71K | ﹤0.01% | 1537 |
|
|
2022
Q4 | $349K | Buy |
+14,769
| New | +$349K | ﹤0.01% | 1444 |
|
|
2022
Q2 | – | Sell |
-14,328
| Closed | -$1.03M | – | 1833 |
|
|
2022
Q1 | $1.03M | Sell |
14,328
-904
| -6% | -$65.2K | 0.01% | 906 |
|
|
2021
Q4 | $1.4M | Sell |
15,232
-3,332
| -18% | -$306K | 0.01% | 812 |
|
|
2021
Q3 | $2.35M | Sell |
18,564
-9,558
| -34% | -$1.21M | 0.02% | 591 |
|
|
2021
Q2 | $4.68M | Sell |
28,122
-11,315
| -29% | -$1.88M | 0.04% | 388 |
|
|
2021
Q1 | $7.17M | Sell |
39,437
-6,047
| -13% | -$1.1M | 0.07% | 264 |
|
|
2020
Q4 | $9.1M | Buy |
45,484
+36,838
| +426% | +$7.37M | 0.1% | 199 |
|
|
2020
Q3 | $1.9M | Sell |
8,646
-3,552
| -29% | -$779K | 0.03% | 434 |
|
|
2020
Q2 | $2.33M | Sell |
12,198
-3,375
| -22% | -$644K | 0.04% | 365 |
|
|
2020
Q1 | $2.41M | Buy |
+15,573
| New | +$2.41M | 0.06% | 270 |
|