Capital Advisors Inc’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
$62.7K Buy
+20,000
New +$62.7K ﹤0.01% 319
2021
Q4
Sell
-77,166
Closed -$9.79M 255
2021
Q3
$9.79M Buy
77,166
+3,485
+5% +$442K 0.29% 91
2021
Q2
$12.3M Buy
73,681
+7,855
+12% +$1.31M 0.37% 90
2021
Q1
$12M Buy
65,826
+5,783
+10% +$1.05M 0.39% 85
2020
Q4
$12M Buy
60,043
+5,569
+10% +$1.11M 0.43% 81
2020
Q3
$11.9M Buy
54,474
+1,638
+3% +$359K 0.48% 74
2020
Q2
$11.2M Sell
52,836
-23,992
-31% -$5.1M 0.47% 76
2020
Q1
$11.9M Buy
+76,828
New +$11.9M 0.65% 57