AWM
Axxcess Wealth Management’s Teladoc Health TDOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,918
| Closed | -$195K | – | 941 |
|
|
2024
Q1 | $195K | Sell |
12,918
-1,861
| -13% | -$28.1K | 0.01% | 824 |
|
|
2023
Q4 | $318K | Sell |
14,779
-106
| -0.7% | -$2.28K | 0.01% | 627 |
|
|
2023
Q3 | $277K | Buy |
14,885
+414
| +3% | +$7.7K | 0.01% | 623 |
|
|
2023
Q2 | $366K | Buy |
14,471
+644
| +5% | +$16.3K | 0.03% | 409 |
|
|
2023
Q1 | $358K | Buy |
13,827
+574
| +4% | +$14.9K | 0.03% | 440 |
|
|
2022
Q4 | $313K | Sell |
13,253
-7,882
| -37% | -$186K | 0.03% | 434 |
|
|
2022
Q3 | $536K | Sell |
21,135
-815
| -4% | -$20.7K | 0.05% | 304 |
|
|
2022
Q2 | $729K | Buy |
21,950
+1,788
| +9% | +$59.4K | 0.07% | 232 |
|
|
2022
Q1 | $1.45M | Sell |
20,162
-839
| -4% | -$60.5K | 0.11% | 146 |
|
|
2021
Q4 | $1.93M | Buy |
+21,001
| New | +$1.93M | 0.14% | 124 |
|