CAPTRUST Financial Advisors’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26,201
| Closed | -$565K | – | 2618 |
|
|
2023
Q4 | $565K | Buy |
26,201
+361
| +1% | +$7.78K | ﹤0.01% | 1657 |
|
|
2023
Q3 | $480K | Buy |
25,840
+5,217
| +25% | +$97K | ﹤0.01% | 1674 |
|
|
2023
Q2 | $522K | Sell |
20,623
-1,556
| -7% | -$39.4K | ﹤0.01% | 1598 |
|
|
2023
Q1 | $574K | Buy |
22,179
+799
| +4% | +$20.7K | ﹤0.01% | 1327 |
|
|
2022
Q4 | $506K | Buy |
21,380
+1,079
| +5% | +$25.5K | ﹤0.01% | 1325 |
|
|
2022
Q3 | $515K | Buy |
20,301
+13,555
| +201% | +$344K | ﹤0.01% | 1231 |
|
|
2022
Q2 | $224K | Buy |
6,746
+1,882
| +39% | +$62.5K | ﹤0.01% | 1625 |
|
|
2022
Q1 | $351K | Buy |
4,864
+776
| +19% | +$56K | ﹤0.01% | 1343 |
|
|
2021
Q4 | $375K | Buy |
4,088
+346
| +9% | +$31.7K | ﹤0.01% | 1272 |
|
|
2021
Q3 | $475K | Sell |
3,742
-726
| -16% | -$92.2K | ﹤0.01% | 1055 |
|
|
2021
Q2 | $743K | Sell |
4,468
-2,355
| -35% | -$392K | 0.01% | 838 |
|
|
2021
Q1 | $1.24M | Buy |
6,823
+2,127
| +45% | +$387K | 0.01% | 618 |
|
|
2020
Q4 | $939K | Sell |
4,696
-217
| -4% | -$43.4K | 0.01% | 627 |
|
|
2020
Q3 | $1.08M | Sell |
4,913
-645
| -12% | -$142K | 0.02% | 491 |
|
|
2020
Q2 | $1.11M | Buy |
5,558
+1,505
| +37% | +$299K | 0.02% | 472 |
|
|
2020
Q1 | $659K | Buy |
4,053
+588
| +17% | +$95.6K | 0.01% | 517 |
|
|
2019
Q4 | $288K | Buy |
3,465
+2,687
| +345% | +$223K | ﹤0.01% | 861 |
|
|
2019
Q3 | $53K | Sell |
778
-57
| -7% | -$3.88K | ﹤0.01% | 980 |
|
|
2019
Q2 | $55K | Hold |
835
| – | – | ﹤0.01% | 944 |
|
|
2019
Q1 | $46K | Buy |
835
+452
| +118% | +$24.9K | ﹤0.01% | 935 |
|
|
2018
Q4 | $19K | Buy |
+383
| New | +$19K | ﹤0.01% | 1039 |
|