Baldwin Wealth Partners’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,580
| Closed | -$23.7K | – | 922 |
|
|
2024
Q3 | $23.7K | Sell |
2,580
-284
| -10% | -$2.61K | ﹤0.01% | 675 |
|
|
2024
Q2 | $28K | Buy |
2,864
+4
| +0.1% | +$39 | ﹤0.01% | 430 |
|
|
2024
Q1 | $43.2K | Hold |
2,860
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $61.6K | Sell |
2,860
-20
| -0.7% | -$431 | ﹤0.01% | 352 |
|
|
2023
Q3 | $53.5K | Hold |
2,880
| – | – | ﹤0.01% | 385 |
|
|
2023
Q2 | $72.9K | Hold |
2,880
| – | – | 0.01% | 362 |
|
|
2023
Q1 | $74.6K | Hold |
2,880
| – | – | 0.01% | 360 |
|
|
2022
Q4 | $68.1K | Hold |
2,880
| – | – | 0.01% | 370 |
|
|
2022
Q3 | $73K | Hold |
2,880
| – | – | 0.01% | 275 |
|
|
2022
Q2 | $96K | Sell |
2,880
-300
| -9% | -$10K | 0.01% | 258 |
|
|
2022
Q1 | $229K | Sell |
3,180
-38
| -1% | -$2.74K | 0.02% | 190 |
|
|
2021
Q4 | $296K | Sell |
3,218
-500
| -13% | -$46K | 0.03% | 168 |
|
|
2021
Q3 | $471K | Sell |
3,718
-212
| -5% | -$26.9K | 0.05% | 121 |
|
|
2021
Q2 | $654K | Hold |
3,930
| – | – | 0.07% | 92 |
|
|
2021
Q1 | $714K | Sell |
3,930
-400
| -9% | -$72.7K | 0.08% | 84 |
|
|
2020
Q4 | $866K | Buy |
4,330
+500
| +13% | +$100K | 0.11% | 75 |
|
|
2020
Q3 | $840K | Buy |
3,830
+1,010
| +36% | +$222K | 0.11% | 79 |
|
|
2020
Q2 | $538K | Buy |
2,820
+80
| +3% | +$15.3K | 0.08% | 98 |
|
|
2020
Q1 | $425K | Sell |
2,740
-485
| -15% | -$75.2K | 0.07% | 101 |
|
|
2019
Q4 | $270K | Buy |
3,225
+725
| +29% | +$60.7K | 0.04% | 152 |
|
|
2019
Q3 | $169K | Hold |
2,500
| – | – | 0.03% | 184 |
|
|
2019
Q2 | $166K | Buy |
2,500
+960
| +62% | +$63.7K | 0.02% | 210 |
|
|
2019
Q1 | $86K | Buy |
1,540
+832
| +118% | +$46.5K | 0.01% | 253 |
|
|
2018
Q4 | $35K | Hold |
708
| – | – | 0.01% | 319 |
|
|
2018
Q3 | $61K | Hold |
708
| – | – | 0.01% | 290 |
|
|
2018
Q2 | $41K | Hold |
708
| – | – | 0.01% | 335 |
|
|
2018
Q1 | $29K | Buy |
708
+308
| +77% | +$12.6K | ﹤0.01% | 352 |
|
|
2017
Q4 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 399 |
|