Carson Wealth (CWM LLC)’s Teladoc Health TDOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Sell |
5,380
-9,821
| -65% | -$85.8K | ﹤0.01% | 3333 |
|
|
2025
Q1 | $121K | Sell |
15,201
-187
| -1% | -$1.49K | ﹤0.01% | 2261 |
|
|
2024
Q4 | $140K | Buy |
15,388
+1,831
| +14% | +$16.7K | ﹤0.01% | 2064 |
|
|
2024
Q3 | $124K | Buy |
13,557
+9,309
| +219% | +$85.1K | ﹤0.01% | 2057 |
|
|
2024
Q2 | $42K | Sell |
4,248
-426
| -9% | -$4.21K | ﹤0.01% | 2597 |
|
|
2024
Q1 | $71K | Sell |
4,674
-742
| -14% | -$11.3K | ﹤0.01% | 2082 |
|
|
2023
Q4 | $117K | Buy |
5,416
+1,291
| +31% | +$27.9K | ﹤0.01% | 1660 |
|
|
2023
Q3 | $77K | Buy |
4,125
+167
| +4% | +$3.12K | ﹤0.01% | 1798 |
|
|
2023
Q2 | $100K | Buy |
3,958
+614
| +18% | +$15.5K | ﹤0.01% | 1568 |
|
|
2023
Q1 | $87K | Buy |
3,344
+101
| +3% | +$2.63K | ﹤0.01% | 1565 |
|
|
2022
Q4 | $77K | Sell |
3,243
-22
| -0.7% | -$522 | ﹤0.01% | 1501 |
|
|
2022
Q3 | $83K | Buy |
3,265
+805
| +33% | +$20.5K | ﹤0.01% | 1417 |
|
|
2022
Q2 | $82K | Sell |
2,460
-11,744
| -83% | -$391K | ﹤0.01% | 1395 |
|
|
2022
Q1 | $1.03M | Sell |
14,204
-14,554
| -51% | -$1.05M | 0.01% | 553 |
|
|
2021
Q4 | $2.64M | Buy |
+28,758
| New | +$2.64M | 0.02% | 381 |
|
|
2021
Q2 | $2.93M | Hold |
17,637
| – | – | 0.02% | 353 |
|
|
2021
Q1 | $2.93M | Hold |
17,637
| – | – | 0.02% | 353 |
|
|
2020
Q4 | $2.93M | Hold |
17,637
| – | – | 0.02% | 353 |
|
|
2020
Q3 | $2.93M | Hold |
17,637
| – | – | 0.02% | 353 |
|
|
2020
Q2 | $2.93M | Hold |
17,637
| – | – | 0.02% | 353 |
|
|
2020
Q1 | $2.93M | Hold |
17,637
| – | – | 0.02% | 353 |
|
|
2019
Q4 | $2.93M | Hold |
17,637
| – | – | 0.02% | 353 |
|
|
2019
Q3 | $2.93M | Hold |
17,637
| – | – | 0.02% | 353 |
|
|
2019
Q2 | $2.93M | Hold |
17,637
| – | – | 0.02% | 353 |
|
|
2019
Q1 | $2.93M | Sell |
17,637
-23,668
| -57% | -$3.94M | 0.02% | 353 |
|
|
2018
Q4 | $2.05M | Buy |
41,305
+696
| +2% | +$34.5K | 0.05% | 283 |
|
|
2018
Q3 | $3.51M | Sell |
40,609
-13,023
| -24% | -$1.12M | 0.09% | 204 |
|
|
2018
Q2 | $3.11M | Buy |
53,632
+1,078
| +2% | +$62.6K | 0.1% | 171 |
|
|
2018
Q1 | $2.12M | Sell |
52,554
-2,198
| -4% | -$88.6K | 0.08% | 169 |
|
|
2017
Q4 | $1.91M | Sell |
54,752
-1,947
| -3% | -$67.8K | 0.08% | 173 |
|
|
2017
Q3 | $1.88M | Sell |
56,699
-1,843
| -3% | -$61.1K | 0.09% | 161 |
|
|
2017
Q2 | $2.03M | Sell |
58,542
-39,741
| -40% | -$1.38M | 0.1% | 154 |
|
|
2017
Q1 | $2.46M | Sell |
98,283
-138,484
| -58% | -$3.46M | 0.14% | 130 |
|
|
2016
Q4 | $3.91M | Sell |
236,767
-11,037
| -4% | -$182K | 0.24% | 103 |
|
|
2016
Q3 | $4.54M | Sell |
247,804
-123,554
| -33% | -$2.26M | 0.31% | 91 |
|
|
2016
Q2 | $5.95M | Buy |
371,358
+234,678
| +172% | +$3.76M | 0.43% | 75 |
|
|
2016
Q1 | $1.31M | Sell |
136,680
-11,909
| -8% | -$114K | 0.12% | 147 |
|
|
2015
Q4 | $2.67M | Buy |
+148,589
| New | +$2.67M | 0.26% | 112 |
|