AE Wealth Management’s Teladoc Health TDOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-14,747	Closed	-$128K	–	2369
2025 Q2	$128K	Buy	14,747 +3,010	+26%	+$21.8K	﹤0.01%	1416
2025 Q1	$93.4K	Buy	+11,737	New	+$119K	﹤0.01%	1456
2023 Q2	–	Sell	-12,029	Closed	-$312K	–	2040
2023 Q1	$312K	Sell	12,029 -2,740	-19%	-$73.3K	﹤0.01%	1539
2022 Q4	$349K	Buy	+14,769	New	+$398K	﹤0.01%	1447
2022 Q2	–	Sell	-14,328	Closed	-$1.03M	–	1838
2022 Q1	$1.03M	Sell	14,328 -904	-6%	-$65.1K	0.01%	909
2021 Q4	$1.4M	Sell	15,232 -3,332	-18%	-$398K	0.01%	812
2021 Q3	$2.35M	Sell	18,564 -9,558	-34%	-$1.39M	0.02%	592
2021 Q2	$4.68M	Sell	28,122 -11,315	-29%	-$1.83M	0.04%	389
2021 Q1	$7.17M	Sell	39,437 -6,047	-13%	-$1.4M	0.07%	265
2020 Q4	$9.1M	Buy	45,484 +36,838	+426%	+$7.49M	0.1%	200
2020 Q3	$1.9M	Sell	8,646 -3,552	-29%	-$752K	0.03%	436
2020 Q2	$2.33M	Sell	12,198 -3,375	-22%	-$591K	0.04%	366
2020 Q1	$2.41M	Buy	+15,573	New	+$1.81M	0.06%	271