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AWM
AllSquare Wealth Management’s
Teladoc Health
TDOC
Stock Holding History
AllSquare Wealth Management’s Portfolio
TDOC Stock Details
TDOC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-237
Closed
-$5.11K
–
548
2023
Q4
$5.11K
Hold
237
–
–
﹤0.01%
423
2023
Q3
$4.41K
Hold
237
–
–
﹤0.01%
432
2023
Q2
$5.31K
Hold
237
–
–
﹤0.01%
426
2023
Q1
$6.14K
Hold
237
–
–
﹤0.01%
417
2022
Q4
$5.61K
Hold
237
–
–
﹤0.01%
411
2022
Q3
$6K
Hold
237
–
–
﹤0.01%
404
2022
Q2
$8K
Hold
237
–
–
0.01%
391
2022
Q1
$17K
Hold
237
–
–
0.01%
333
2021
Q4
$22K
Sell
237
-50
-17%
-$5.98K
0.01%
314
2021
Q3
$36K
Sell
287
-363
-56%
-$52.8K
0.02%
258
2021
Q2
$108K
Buy
650
+251
+63%
+$40.7K
0.06%
148
2021
Q1
$73K
Buy
399
+61
+18%
+$14.1K
0.05%
182
2020
Q4
$68K
Buy
+338
New
+$68.7K
0.05%
174
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$48.2B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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